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G. W. LISK COMPANY, INC WELFARE BENEFITS PLAN - LTD/LIFE/ADD 401k Plan overview

Plan NameG. W. LISK COMPANY, INC WELFARE BENEFITS PLAN - LTD/LIFE/ADD
Plan identification number 503

G. W. LISK COMPANY, INC WELFARE BENEFITS PLAN - LTD/LIFE/ADD Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Life insurance
  • Long-term disability cover
  • Death benefits (include travel accident but not life insurance)

401k Sponsoring company profile

G.W. LISK COMPANY has sponsored the creation of one or more 401k plans.

Company Name:G.W. LISK COMPANY
Employer identification number (EIN):160771409
NAIC Classification:335900

Additional information about G.W. LISK COMPANY

Jurisdiction of Incorporation: New York Department of State
Incorporation Date: 1953-02-24
Company Identification Number: 90786
Legal Registered Office Address: 2 SOUTH STREET
Ontario
CLIFTON SPRINGS
United States of America (USA)
14432

More information about G.W. LISK COMPANY

Form 5500 Filing Information

Submission information for form 5500 for 401k plan G. W. LISK COMPANY, INC WELFARE BENEFITS PLAN - LTD/LIFE/ADD

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5032022-01-01ROBERT WOODHOUSE2023-06-21
5032021-01-01ROBERT WOODHOUSE2022-04-20
5032020-01-01ROBERT A. WOODHOUSE2021-07-12
5032019-01-01ROBERT A. WOODHOUSE2020-07-29
5032018-01-01
5032017-01-01
5032016-01-01
5032015-01-01
5032014-01-01ROBERT WOODHOUSE
5032013-01-01ROBERT WOODHOUSE
5032012-01-01ROBERT WOODHOUSE
5032011-01-01ROBERT WOODHOUSE
5032010-01-01ROBERT WOODHOUSE
5032009-01-01ROBERT WOODHOUSE
5032009-01-01 ROBERT WOODHOUSE2010-08-31

Plan Statistics for G. W. LISK COMPANY, INC WELFARE BENEFITS PLAN - LTD/LIFE/ADD

401k plan membership statisitcs for G. W. LISK COMPANY, INC WELFARE BENEFITS PLAN - LTD/LIFE/ADD

Measure Date Value
2022: G. W. LISK COMPANY, INC WELFARE BENEFITS PLAN - LTD/LIFE/ADD 2022 401k membership
Total participants, beginning-of-year2022-01-01197
Total number of active participants reported on line 7a of the Form 55002022-01-01199
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-010
Total of all active and inactive participants2022-01-01199
Number of employers contributing to the scheme2022-01-010
2021: G. W. LISK COMPANY, INC WELFARE BENEFITS PLAN - LTD/LIFE/ADD 2021 401k membership
Total participants, beginning-of-year2021-01-01758
Total number of active participants reported on line 7a of the Form 55002021-01-01197
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-010
Total of all active and inactive participants2021-01-01197
Number of employers contributing to the scheme2021-01-010
2020: G. W. LISK COMPANY, INC WELFARE BENEFITS PLAN - LTD/LIFE/ADD 2020 401k membership
Total participants, beginning-of-year2020-01-01765
Total number of active participants reported on line 7a of the Form 55002020-01-01758
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-010
Total of all active and inactive participants2020-01-01758
Number of employers contributing to the scheme2020-01-010
2019: G. W. LISK COMPANY, INC WELFARE BENEFITS PLAN - LTD/LIFE/ADD 2019 401k membership
Total participants, beginning-of-year2019-01-01723
Total number of active participants reported on line 7a of the Form 55002019-01-01765
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 participants2019-01-01765
Number of employers contributing to the scheme2019-01-010
2018: G. W. LISK COMPANY, INC WELFARE BENEFITS PLAN - LTD/LIFE/ADD 2018 401k membership
Total participants, beginning-of-year2018-01-01665
Total number of active participants reported on line 7a of the Form 55002018-01-01723
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 participants2018-01-01723
Number of employers contributing to the scheme2018-01-010
2017: G. W. LISK COMPANY, INC WELFARE BENEFITS PLAN - LTD/LIFE/ADD 2017 401k membership
Total participants, beginning-of-year2017-01-01682
Total number of active participants reported on line 7a of the Form 55002017-01-01725
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-010
Total of all active and inactive participants2017-01-01725
2016: G. W. LISK COMPANY, INC WELFARE BENEFITS PLAN - LTD/LIFE/ADD 2016 401k membership
Total participants, beginning-of-year2016-01-01632
Total number of active participants reported on line 7a of the Form 55002016-01-01682
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-01682
2015: G. W. LISK COMPANY, INC WELFARE BENEFITS PLAN - LTD/LIFE/ADD 2015 401k membership
Total participants, beginning-of-year2015-01-01596
Total number of active participants reported on line 7a of the Form 55002015-01-01632
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-010
Total of all active and inactive participants2015-01-01632
2014: G. W. LISK COMPANY, INC WELFARE BENEFITS PLAN - LTD/LIFE/ADD 2014 401k membership
Total participants, beginning-of-year2014-01-01587
Total number of active participants reported on line 7a of the Form 55002014-01-01596
Total of all active and inactive participants2014-01-01596
Total participants2014-01-01596
2013: G. W. LISK COMPANY, INC WELFARE BENEFITS PLAN - LTD/LIFE/ADD 2013 401k membership
Total participants, beginning-of-year2013-01-01561
Total number of active participants reported on line 7a of the Form 55002013-01-01587
Total of all active and inactive participants2013-01-01587
Total participants2013-01-01587
2012: G. W. LISK COMPANY, INC WELFARE BENEFITS PLAN - LTD/LIFE/ADD 2012 401k membership
Total participants, beginning-of-year2012-01-01518
Total number of active participants reported on line 7a of the Form 55002012-01-01561
Total of all active and inactive participants2012-01-01561
Total participants2012-01-01561
2011: G. W. LISK COMPANY, INC WELFARE BENEFITS PLAN - LTD/LIFE/ADD 2011 401k membership
Total participants, beginning-of-year2011-01-01483
Total number of active participants reported on line 7a of the Form 55002011-01-01518
Total of all active and inactive participants2011-01-01518
Total participants2011-01-01518
2010: G. W. LISK COMPANY, INC WELFARE BENEFITS PLAN - LTD/LIFE/ADD 2010 401k membership
Total participants, beginning-of-year2010-01-01476
Total number of active participants reported on line 7a of the Form 55002010-01-01483
Total of all active and inactive participants2010-01-01483
Total participants2010-01-01483
2009: G. W. LISK COMPANY, INC WELFARE BENEFITS PLAN - LTD/LIFE/ADD 2009 401k membership
Total participants, beginning-of-year2009-01-01519
Total number of active participants reported on line 7a of the Form 55002009-01-01476
Total of all active and inactive participants2009-01-01476
Total participants2009-01-01476

Form 5500 Responses for G. W. LISK COMPANY, INC WELFARE BENEFITS PLAN - LTD/LIFE/ADD

2022: G. W. LISK COMPANY, INC WELFARE BENEFITS PLAN - LTD/LIFE/ADD 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan benefit arrangement – InsuranceYes
2021: G. W. LISK COMPANY, INC WELFARE BENEFITS PLAN - LTD/LIFE/ADD 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan benefit arrangement – InsuranceYes
2020: G. W. LISK COMPANY, INC WELFARE BENEFITS PLAN - LTD/LIFE/ADD 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan benefit arrangement – InsuranceYes
2019: G. W. LISK COMPANY, INC WELFARE BENEFITS PLAN - LTD/LIFE/ADD 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan benefit arrangement – InsuranceYes
2018: G. W. LISK COMPANY, INC WELFARE BENEFITS PLAN - LTD/LIFE/ADD 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan benefit arrangement – InsuranceYes
2017: G. W. LISK COMPANY, INC WELFARE BENEFITS PLAN - LTD/LIFE/ADD 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan benefit arrangement – InsuranceYes
2016: G. W. LISK COMPANY, INC WELFARE BENEFITS PLAN - LTD/LIFE/ADD 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 – General assets of the sponsorYes
2016-01-01Plan benefit arrangement – InsuranceYes
2015: G. W. LISK COMPANY, INC WELFARE BENEFITS PLAN - LTD/LIFE/ADD 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 – General assets of the sponsorYes
2015-01-01Plan benefit arrangement – InsuranceYes
2014: G. W. LISK COMPANY, INC WELFARE BENEFITS PLAN - LTD/LIFE/ADD 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – General assets of the sponsorYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement – General assets of the sponsorYes
2013: G. W. LISK COMPANY, INC WELFARE BENEFITS PLAN - LTD/LIFE/ADD 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – General assets of the sponsorYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement – General assets of the sponsorYes
2012: G. W. LISK COMPANY, INC WELFARE BENEFITS PLAN - LTD/LIFE/ADD 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – General assets of the sponsorYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement – General assets of the sponsorYes
2011: G. W. LISK COMPANY, INC WELFARE BENEFITS PLAN - LTD/LIFE/ADD 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – General assets of the sponsorYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement – General assets of the sponsorYes
2010: G. W. LISK COMPANY, INC WELFARE BENEFITS PLAN - LTD/LIFE/ADD 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – General assets of the sponsorYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement – General assets of the sponsorYes
2009: G. W. LISK COMPANY, INC WELFARE BENEFITS PLAN - LTD/LIFE/ADD 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedYes
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – General assets of the sponsorYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement – General assets of the sponsorYes

Insurance Providers Used on plan

FIRST RELIANCE STANDARD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 71005 )
Policy contract numberLTD131455
Policy instance 1
Insurance contract or identification numberLTD131455
Number of Individuals Covered199
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $2,977
Total amount of fees paid to insurance companyUSD $674
Long Term Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $22,271
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,977
Amount paid for insurance broker fees674
Additional information about fees paid to insurance brokerADMINISTRATIVE AND OTHER FEES
Insurance broker organization code?3
FIRST RELIANCE STANDARD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 71005 )
Policy contract numberLTD131455
Policy instance 1
Insurance contract or identification numberLTD131455
Number of Individuals Covered197
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $3,056
Total amount of fees paid to insurance companyUSD $415
Long Term Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $23,064
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,056
Amount paid for insurance broker fees415
Additional information about fees paid to insurance brokerADMINISTRATIVE AND OTHER FEES
Insurance broker organization code?3
FIRST RELIANCE STANDARD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 71005 )
Policy contract numberGL149273
Policy instance 1
Insurance contract or identification numberGL149273
Number of Individuals Covered758
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $5,545
Total amount of fees paid to insurance companyUSD $12,975
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
Welfare Benefit Premiums Paid to CarrierUSD $66,328
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,721
Amount paid for insurance broker fees12975
Additional information about fees paid to insurance brokerADMINISTRATIVE AND OTHER FEES
Insurance broker organization code?3
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number52742
Policy instance 1
Insurance contract or identification number52742
Number of Individuals Covered200
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $6,541
Total amount of fees paid to insurance companyUSD $2,562
Long Term Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $22,865
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $6,541
Amount paid for insurance broker fees0
Insurance broker organization code?3
Additional information about fees paid to insurance brokerSUPPLEMENTAL COMMISSIONS
FIRST RELIANCE STANDARD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 71005 )
Policy contract numberGL149273
Policy instance 2
Insurance contract or identification numberGL149273
Number of Individuals Covered765
Insurance policy start date2018-11-01
Insurance policy end date2019-10-31
Total amount of commissions paid to insurance brokerUSD $5,052
Total amount of fees paid to insurance companyUSD $2,745
Life Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH AND DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $337,794
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $5,052
Amount paid for insurance broker fees2745
Additional information about fees paid to insurance brokerADMINISTRATIVE AND OTHER FEES
Insurance broker organization code?3
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number52742
Policy instance 1
Insurance contract or identification number52742
Number of Individuals Covered187
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $6,473
Total amount of fees paid to insurance companyUSD $0
Long Term Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $21,065
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,342
Amount paid for insurance broker fees0
Insurance broker organization code?3
FIRST RELIANCE STANDARD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 71005 )
Policy contract numberGL149273
Policy instance 2
Insurance contract or identification numberGL149273
Number of Individuals Covered716
Insurance policy start date2017-11-01
Insurance policy end date2018-10-31
Total amount of commissions paid to insurance brokerUSD $2,978
Total amount of fees paid to insurance companyUSD $2,242
Life Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH AND DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $48,210
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,978
Amount paid for insurance broker fees2242
Additional information about fees paid to insurance brokerADMINISTRATIVE AND OTHER FEES
Insurance broker organization code?3
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number52742
Policy instance 1
Insurance contract or identification number52742
Number of Individuals Covered174
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $2,294
Total amount of fees paid to insurance companyUSD $0
Long Term Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $16,971
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,697
Amount paid for insurance broker fees0
Insurance broker organization code?3
Insurance broker nameGALLAGHER BENEFIT SERVICES, INC.
FIRST RELIANCE STANDARD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 71005 )
Policy contract numberGL149273
Policy instance 2
Insurance contract or identification numberGL149273
Number of Individuals Covered725
Insurance policy start date2016-11-01
Insurance policy end date2017-10-31
Total amount of commissions paid to insurance brokerUSD $4,413
Total amount of fees paid to insurance companyUSD $505
Life Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH AND DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $100,722
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $4,495
Amount paid for insurance broker fees505
Additional information about fees paid to insurance brokerADMINISTRATIVE AND OTHER FEES
Insurance broker organization code?3
Insurance broker nameCOMTON, INC.

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