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HATZEL & BUEHLER HEALTH AND WELFARE PLAN 401k Plan overview

Plan NameHATZEL & BUEHLER HEALTH AND WELFARE PLAN
Plan identification number 506

HATZEL & BUEHLER HEALTH AND WELFARE PLAN Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Health (other than dental or vision)
  • Life insurance
  • Dental
  • Vision
  • Long-term disability cover
  • Death benefits (include travel accident but not life insurance)

401k Sponsoring company profile

HATZEL & BUEHLER, INC. has sponsored the creation of one or more 401k plans.

Company Name:HATZEL & BUEHLER, INC.
Employer identification number (EIN):130828930
NAIC Classification:238210
NAIC Description:Electrical Contractors and Other Wiring Installation Contractors

Form 5500 Filing Information

Submission information for form 5500 for 401k plan HATZEL & BUEHLER HEALTH AND WELFARE PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5062022-12-01MICHAEL GOELLER2024-02-27

Plan Statistics for HATZEL & BUEHLER HEALTH AND WELFARE PLAN

401k plan membership statisitcs for HATZEL & BUEHLER HEALTH AND WELFARE PLAN

Measure Date Value
2022: HATZEL & BUEHLER HEALTH AND WELFARE PLAN 2022 401k membership
Total participants, beginning-of-year2022-12-01100
Total number of active participants reported on line 7a of the Form 55002022-12-01319
Number of retired or separated participants receiving benefits2022-12-010
Number of other retired or separated participants entitled to future benefits2022-12-010
Total of all active and inactive participants2022-12-01319
Number of employers contributing to the scheme2022-12-010

Form 5500 Responses for HATZEL & BUEHLER HEALTH AND WELFARE PLAN

2022: HATZEL & BUEHLER HEALTH AND WELFARE PLAN 2022 form 5500 responses
2022-12-01Type of plan entitySingle employer plan
2022-12-01First time form 5500 has been submittedYes
2022-12-01Plan funding arrangement – InsuranceYes
2022-12-01Plan funding arrangement – General assets of the sponsorYes
2022-12-01Plan benefit arrangement – InsuranceYes
2022-12-01Plan benefit arrangement – General assets of the sponsorYes

Insurance Providers Used on plan

CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES (National Association of Insurance Commissioners NAIC id number: 67369 )
Policy contract number3335482
Policy instance 1
Insurance contract or identification number3335482
Number of Individuals Covered258
Insurance policy start date2022-12-01
Insurance policy end date2023-11-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $213,022
Health Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $5,353,760
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees106512
Additional information about fees paid to insurance brokerBENEFIT ADVISOR PAYMENTS
Insurance broker organization code?3
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number5398175
Policy instance 2
Insurance contract or identification number5398175
Number of Individuals Covered860
Insurance policy start date2022-12-01
Insurance policy end date2023-11-30
Total amount of commissions paid to insurance brokerUSD $19,639
Total amount of fees paid to insurance companyUSD $3,328
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $215,286
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $19,639
Amount paid for insurance broker fees3328
Additional information about fees paid to insurance brokerNON-MONETARY/SUPPLEMENTAL COMPENSATION
Insurance broker organization code?3
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number166633
Policy instance 3
Insurance contract or identification number166633
Number of Individuals Covered319
Insurance policy start date2022-12-01
Insurance policy end date2023-11-30
Total amount of commissions paid to insurance brokerUSD $17,264
Total amount of fees paid to insurance companyUSD $4,952
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 BenefitYes
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedACCIDENTAL DEATH AND DISMEMBERMENT
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $17,264
Amount paid for insurance broker fees0
Insurance broker organization code?3
Additional information about fees paid to insurance brokerCONTINGENT COMPENSATION

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