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SANTA BARBARA AUTO GROUP DENTAL AND VISION PLAN 401k Plan overview

Plan NameSANTA BARBARA AUTO GROUP DENTAL AND VISION PLAN
Plan identification number 502

SANTA BARBARA AUTO GROUP DENTAL AND VISION PLAN Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Dental
  • Vision

401k Sponsoring company profile

SB AUTOMOTIVE, LLLP DBA SANTA BARBARA AUTO GROUP has sponsored the creation of one or more 401k plans.

Company Name:SB AUTOMOTIVE, LLLP DBA SANTA BARBARA AUTO GROUP
Employer identification number (EIN):200772500
NAIC Classification:441110
NAIC Description:New Car Dealers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SANTA BARBARA AUTO GROUP DENTAL AND VISION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5022018-02-01TODD MESNIK
5022017-02-01TODD MESNIK TODD MESNIK2018-11-09
5022010-02-01TODD MESNIK TODD MESNIK2011-07-29
5022009-02-01TODD MESNIK TODD MESNIK2010-07-14

Plan Statistics for SANTA BARBARA AUTO GROUP DENTAL AND VISION PLAN

401k plan membership statisitcs for SANTA BARBARA AUTO GROUP DENTAL AND VISION PLAN

Measure Date Value
2018: SANTA BARBARA AUTO GROUP DENTAL AND VISION PLAN 2018 401k membership
Total participants, beginning-of-year2018-02-01240
Total number of active participants reported on line 7a of the Form 55002018-02-010
Number of retired or separated participants receiving benefits2018-02-010
Number of other retired or separated participants entitled to future benefits2018-02-010
Total of all active and inactive participants2018-02-010
2017: SANTA BARBARA AUTO GROUP DENTAL AND VISION PLAN 2017 401k membership
Total participants, beginning-of-year2017-02-01240
Total number of active participants reported on line 7a of the Form 55002017-02-01240
Total of all active and inactive participants2017-02-01240
2010: SANTA BARBARA AUTO GROUP DENTAL AND VISION PLAN 2010 401k membership
Total participants, beginning-of-year2010-02-01127
Total number of active participants reported on line 7a of the Form 55002010-02-01179
Total of all active and inactive participants2010-02-01179
2009: SANTA BARBARA AUTO GROUP DENTAL AND VISION PLAN 2009 401k membership
Total participants, beginning-of-year2009-02-01109
Total number of active participants reported on line 7a of the Form 55002009-02-01127
Total of all active and inactive participants2009-02-01127

Form 5500 Responses for SANTA BARBARA AUTO GROUP DENTAL AND VISION PLAN

2018: SANTA BARBARA AUTO GROUP DENTAL AND VISION PLAN 2018 form 5500 responses
2018-02-01Type of plan entitySingle employer plan
2018-02-01Submission has been amendedNo
2018-02-01This submission is the final filingYes
2018-02-01This return/report is a short plan year return/report (less than 12 months)Yes
2018-02-01Plan is a collectively bargained planNo
2018-02-01Plan funding arrangement – General assets of the sponsorYes
2018-02-01Plan benefit arrangement – InsuranceYes
2017: SANTA BARBARA AUTO GROUP DENTAL AND VISION PLAN 2017 form 5500 responses
2017-02-01Type of plan entitySingle employer plan
2017-02-01Plan funding arrangement – InsuranceYes
2017-02-01Plan benefit arrangement – InsuranceYes
2010: SANTA BARBARA AUTO GROUP DENTAL AND VISION PLAN 2010 form 5500 responses
2010-02-01Type of plan entitySingle employer plan
2010-02-01Plan funding arrangement – InsuranceYes
2010-02-01Plan benefit arrangement – InsuranceYes
2009: SANTA BARBARA AUTO GROUP DENTAL AND VISION PLAN 2009 form 5500 responses
2009-02-01Type of plan entitySingle employer plan
2009-02-01This submission is the final filingNo
2009-02-01Plan funding arrangement – InsuranceYes
2009-02-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number1082682
Policy instance 1
Insurance contract or identification number1082682
Number of Individuals Covered141
Insurance policy start date2017-11-01
Insurance policy end date2018-10-31
Total amount of commissions paid to insurance brokerUSD $9,974
Total amount of fees paid to insurance companyUSD $0
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitNo
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitYes
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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 CarrierUSD $105,284
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $9,216
Insurance broker organization code?3
HUMANA (National Association of Insurance Commissioners NAIC id number: 70580 )
Policy contract number639767
Policy instance 1
Insurance contract or identification number639767
Number of Individuals Covered44
Insurance policy start date2017-01-01
Insurance policy end date2017-10-31
Total amount of commissions paid to insurance brokerUSD $2,803
Total amount of fees paid to insurance companyUSD $0
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $28,028
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,803
Insurance broker organization code?3
Insurance broker nameARIS BUSINESS SERVICES INC
HUMANA INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 73288 )
Policy contract number639767
Policy instance 2
Insurance contract or identification number639767
Number of Individuals Covered27
Insurance policy start date2017-01-01
Insurance policy end date2017-10-31
Total amount of commissions paid to insurance brokerUSD $346
Total amount of fees paid to insurance companyUSD $0
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $3,464
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $346
Insurance broker organization code?3
Insurance broker nameARIS BUSINESS SERVICES INC
HUMANA (National Association of Insurance Commissioners NAIC id number: 70580 )
Policy contract number639747
Policy instance 3
Insurance contract or identification number639747
Number of Individuals Covered56
Insurance policy start date2017-01-01
Insurance policy end date2017-10-31
Total amount of commissions paid to insurance brokerUSD $2,350
Total amount of fees paid to insurance companyUSD $0
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $23,502
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,350
Insurance broker organization code?3
Insurance broker nameARIS BUSINESS SERVICES INC
HUMANA INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 73288 )
Policy contract number639747
Policy instance 4
Insurance contract or identification number639747
Number of Individuals Covered31
Insurance policy start date2017-01-01
Insurance policy end date2017-10-31
Total amount of commissions paid to insurance brokerUSD $334
Total amount of fees paid to insurance companyUSD $0
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $3,345
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $334
Insurance broker organization code?3
Insurance broker nameARIS BUSINESS SERVICES INC
HUMANA (National Association of Insurance Commissioners NAIC id number: 70580 )
Policy contract number639717
Policy instance 5
Insurance contract or identification number639717
Number of Individuals Covered51
Insurance policy start date2017-01-01
Insurance policy end date2017-10-31
Total amount of commissions paid to insurance brokerUSD $2,564
Total amount of fees paid to insurance companyUSD $0
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $25,805
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,564
Insurance broker organization code?3
Insurance broker nameARIS BUSINESS SERVICES INC
HUMANA (National Association of Insurance Commissioners NAIC id number: 70580 )
Policy contract number639717
Policy instance 6
Insurance contract or identification number639717
Number of Individuals Covered31
Insurance policy start date2017-01-01
Insurance policy end date2017-10-31
Total amount of commissions paid to insurance brokerUSD $340
Total amount of fees paid to insurance companyUSD $0
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $3,412
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $340
Insurance broker organization code?3
Insurance broker nameARIS BUSINESS SERVICES INC

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