401k Plan data: ISAAC HEATING AND AIR CONDITIONING BENEFIT CHOICE PLAN plan

ISAAC HEATING AND AIR CONDITIONING BENEFIT CHOICE PLAN 401k Plan overview

Plan Name	ISAAC HEATING AND AIR CONDITIONING BENEFIT CHOICE PLAN
Plan identification number	555

ISAAC HEATING AND AIR CONDITIONING BENEFIT CHOICE PLAN Benefits

401k Plan Type	Welfare Benefit
Plan Features/Benefits	Health (other than dental or vision) Life insurance Dental Vision Temporary disability (accident and sickness) Long-term disability cover

401k Sponsoring company profile

ISAAC HEATING & AIR CONDITIONING has sponsored the creation of one or more 401k plans.

Company Name: ISAAC HEATING & AIR CONDITIONING

Employer identification number (EIN): 160908242

NAIC Classification: 238220
NAIC Description: Plumbing, Heating, and Air-Conditioning Contractors

Additional information about ISAAC HEATING & AIR CONDITIONING

Jurisdiction of Incorporation: New York Department of State

Incorporation Date: 1965-07-02

Company Identification Number: 188857

Legal Registered Office Address: 50 HOLLEDER PARKWAY
Monroe
Rochester
United States of America (USA)
14615

More information about ISAAC HEATING & AIR CONDITIONING

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ISAAC HEATING AND AIR CONDITIONING BENEFIT CHOICE PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
555 2014-01-01 LEE SPENCER

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
555	2014-01-01	LEE SPENCER

Plan Statistics for ISAAC HEATING AND AIR CONDITIONING BENEFIT CHOICE PLAN

401k plan membership statisitcs for ISAAC HEATING AND AIR CONDITIONING BENEFIT CHOICE PLAN

Measure Date Value
2014: ISAAC HEATING AND AIR CONDITIONING BENEFIT CHOICE PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 180
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 180
Total of all active and inactive participants 2014-01-01 180
Total participants 2014-01-01 180

Measure	Date	Value
2014: ISAAC HEATING AND AIR CONDITIONING BENEFIT CHOICE PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	180
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	180
Total of all active and inactive participants	2014-01-01	180
Total participants	2014-01-01	180

Form 5500 Responses for ISAAC HEATING AND AIR CONDITIONING BENEFIT CHOICE PLAN

2014: ISAAC HEATING AND AIR CONDITIONING BENEFIT CHOICE PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	First time form 5500 has been submitted	Yes
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes

Insurance Providers Used on plan

THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 )

Policy contract number

00329884

Policy instance

Insurance contract or identification number	00329884
Number of Individuals Covered	129
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Total amount of commissions paid to insurance broker	USD $1,250
Total amount of fees paid to insurance company	USD $5,638
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	Yes
Life Insurance Welfare Benefit	Yes
Temporary Disability Insurance Welfare Benefit	Yes
Long Term Disability Insurance Welfare Benefit	Yes
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $1,250
Amount paid for insurance broker fees	5638
Insurance broker name	LAWLEY BENEFITS FROUP LLC

EXCELLUS BLUE CROSS/BLUE SHIELD PLAN (National Association of Insurance Commissioners NAIC id number: 55107 )

Policy contract number

33081

Policy instance

Insurance contract or identification number	33081
Number of Individuals Covered	166
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Total amount of fees paid to insurance company	USD $7,651
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	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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Amount paid for insurance broker fees	7651
Insurance broker name	LAWLEY BENEITS GROUP

BERKLEY LIFE AND HEALTH INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 64890 )

Policy contract number

EMCL14100145001

Policy instance

Insurance contract or identification number	EMCL14100145001
Number of Individuals Covered	180
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Total amount of commissions paid to insurance broker	USD $46,087
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	Yes
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $46,087
Insurance broker name	LAWLEY BENEFITS GROUP

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Company Name:	ISAAC HEATING & AIR CONDITIONING
Employer identification number (EIN):	160908242
NAIC Classification:	238220
NAIC Description:	Plumbing, Heating, and Air-Conditioning Contractors

Jurisdiction of Incorporation:	New York Department of State
Incorporation Date:	1965-07-02
Company Identification Number:	188857
Legal Registered Office Address:	50 HOLLEDER PARKWAY Monroe Rochester United States of America (USA) 14615