WM. D. SCEPANIAK FRINGE BENEFIT PLAN has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan WM. D. SCEPANIAK, INC. EMPLOYEE'S FRINGE BENEFIT PLAN
401k plan membership statisitcs for WM. D. SCEPANIAK, INC. EMPLOYEE'S FRINGE BENEFIT PLAN
| Measure | Date | Value |
|---|
| 2022: WM. D. SCEPANIAK, INC. EMPLOYEE'S FRINGE BENEFIT PLAN 2022 401k membership |
|---|
| Total participants, beginning-of-year | 2022-05-01 | 71 |
| Total number of active participants reported on line 7a of the Form 5500 | 2022-05-01 | 71 |
| Number of retired or separated participants receiving benefits | 2022-05-01 | 51 |
| Number of other retired or separated participants entitled to future benefits | 2022-05-01 | 0 |
| Total of all active and inactive participants | 2022-05-01 | 122 |
| 2021: WM. D. SCEPANIAK, INC. EMPLOYEE'S FRINGE BENEFIT PLAN 2021 401k membership |
|---|
| Total participants, beginning-of-year | 2021-05-01 | 100 |
| Total number of active participants reported on line 7a of the Form 5500 | 2021-05-01 | 82 |
| Number of retired or separated participants receiving benefits | 2021-05-01 | 68 |
| Number of other retired or separated participants entitled to future benefits | 2021-05-01 | 0 |
| Total of all active and inactive participants | 2021-05-01 | 150 |
| 2020: WM. D. SCEPANIAK, INC. EMPLOYEE'S FRINGE BENEFIT PLAN 2020 401k membership |
|---|
| Total participants, beginning-of-year | 2020-05-01 | 92 |
| Total number of active participants reported on line 7a of the Form 5500 | 2020-05-01 | 100 |
| Number of retired or separated participants receiving benefits | 2020-05-01 | 43 |
| Number of other retired or separated participants entitled to future benefits | 2020-05-01 | 0 |
| Total of all active and inactive participants | 2020-05-01 | 143 |
| 2019: WM. D. SCEPANIAK, INC. EMPLOYEE'S FRINGE BENEFIT PLAN 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-05-01 | 65 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-05-01 | 92 |
| Number of retired or separated participants receiving benefits | 2019-05-01 | 55 |
| Number of other retired or separated participants entitled to future benefits | 2019-05-01 | 0 |
| Total of all active and inactive participants | 2019-05-01 | 147 |
| 2018: WM. D. SCEPANIAK, INC. EMPLOYEE'S FRINGE BENEFIT PLAN 2018 401k membership |
|---|
| Total participants, beginning-of-year | 2018-05-01 | 69 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-05-01 | 65 |
| Number of retired or separated participants receiving benefits | 2018-05-01 | 64 |
| Number of other retired or separated participants entitled to future benefits | 2018-05-01 | 0 |
| Total of all active and inactive participants | 2018-05-01 | 129 |
| 2017: WM. D. SCEPANIAK, INC. EMPLOYEE'S FRINGE BENEFIT PLAN 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-05-01 | 109 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-05-01 | 69 |
| Number of retired or separated participants receiving benefits | 2017-05-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2017-05-01 | 0 |
| Total of all active and inactive participants | 2017-05-01 | 69 |
| 2016: WM. D. SCEPANIAK, INC. EMPLOYEE'S FRINGE BENEFIT PLAN 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-05-01 | 95 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-05-01 | 125 |
| Number of retired or separated participants receiving benefits | 2016-05-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2016-05-01 | 0 |
| Total of all active and inactive participants | 2016-05-01 | 125 |
| 2015: WM. D. SCEPANIAK, INC. EMPLOYEE'S FRINGE BENEFIT PLAN 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-05-01 | 89 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-05-01 | 95 |
| Number of retired or separated participants receiving benefits | 2015-05-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2015-05-01 | 0 |
| Total of all active and inactive participants | 2015-05-01 | 95 |
| 2014: WM. D. SCEPANIAK, INC. EMPLOYEE'S FRINGE BENEFIT PLAN 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-05-01 | 87 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-05-01 | 89 |
| Number of retired or separated participants receiving benefits | 2014-05-01 | 11 |
| Number of other retired or separated participants entitled to future benefits | 2014-05-01 | 0 |
| Total of all active and inactive participants | 2014-05-01 | 100 |
| 2013: WM. D. SCEPANIAK, INC. EMPLOYEE'S FRINGE BENEFIT PLAN 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-05-01 | 94 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-05-01 | 87 |
| Number of retired or separated participants receiving benefits | 2013-05-01 | 20 |
| Total of all active and inactive participants | 2013-05-01 | 107 |
| 2012: WM. D. SCEPANIAK, INC. EMPLOYEE'S FRINGE BENEFIT PLAN 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-05-01 | 42 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-05-01 | 94 |
| Number of retired or separated participants receiving benefits | 2012-05-01 | 18 |
| Total of all active and inactive participants | 2012-05-01 | 112 |
| 2011: WM. D. SCEPANIAK, INC. EMPLOYEE'S FRINGE BENEFIT PLAN 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-05-01 | 60 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-05-01 | 42 |
| Number of retired or separated participants receiving benefits | 2011-05-01 | 31 |
| Total of all active and inactive participants | 2011-05-01 | 73 |
| 2009: WM. D. SCEPANIAK, INC. EMPLOYEE'S FRINGE BENEFIT PLAN 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-05-01 | 60 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-05-01 | 40 |
| Number of retired or separated participants receiving benefits | 2009-05-01 | 21 |
| Number of other retired or separated participants entitled to future benefits | 2009-05-01 | 0 |
| Total of all active and inactive participants | 2009-05-01 | 61 |
| Measure | Date | Value |
|---|
| 2023 : WM. D. SCEPANIAK, INC. EMPLOYEE'S FRINGE BENEFIT PLAN 2023 401k financial data |
|---|
| Total income from all sources | 2023-04-30 | $764,899 |
| Expenses. Total of all expenses incurred | 2023-04-30 | $656,254 |
| Benefits paid (including direct rollovers) | 2023-04-30 | $637,739 |
| Total plan assets at end of year | 2023-04-30 | $593,536 |
| Total plan assets at beginning of year | 2023-04-30 | $484,891 |
| Expenses. Other expenses not covered elsewhere | 2023-04-30 | $18,515 |
| Other income received | 2023-04-30 | $4,091 |
| Net income (gross income less expenses) | 2023-04-30 | $108,645 |
| Net plan assets at end of year (total assets less liabilities) | 2023-04-30 | $593,536 |
| Net plan assets at beginning of year (total assets less liabilities) | 2023-04-30 | $484,891 |
| Total contributions received or receivable from employer(s) | 2023-04-30 | $760,808 |
| 2022 : WM. D. SCEPANIAK, INC. EMPLOYEE'S FRINGE BENEFIT PLAN 2022 401k financial data |
|---|
| Total income from all sources | 2022-04-30 | $633,160 |
| Expenses. Total of all expenses incurred | 2022-04-30 | $659,082 |
| Benefits paid (including direct rollovers) | 2022-04-30 | $641,356 |
| Total plan assets at end of year | 2022-04-30 | $484,891 |
| Total plan assets at beginning of year | 2022-04-30 | $510,813 |
| Expenses. Other expenses not covered elsewhere | 2022-04-30 | $17,726 |
| Other income received | 2022-04-30 | $265 |
| Net income (gross income less expenses) | 2022-04-30 | $-25,922 |
| Net plan assets at end of year (total assets less liabilities) | 2022-04-30 | $484,891 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-04-30 | $510,813 |
| Total contributions received or receivable from employer(s) | 2022-04-30 | $632,895 |
| 2021 : WM. D. SCEPANIAK, INC. EMPLOYEE'S FRINGE BENEFIT PLAN 2021 401k financial data |
|---|
| Total income from all sources | 2021-04-30 | $648,653 |
| Expenses. Total of all expenses incurred | 2021-04-30 | $536,259 |
| Benefits paid (including direct rollovers) | 2021-04-30 | $520,752 |
| Total plan assets at end of year | 2021-04-30 | $510,813 |
| Total plan assets at beginning of year | 2021-04-30 | $398,419 |
| Expenses. Other expenses not covered elsewhere | 2021-04-30 | $15,507 |
| Other income received | 2021-04-30 | $264 |
| Net income (gross income less expenses) | 2021-04-30 | $112,394 |
| Net plan assets at end of year (total assets less liabilities) | 2021-04-30 | $510,813 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-04-30 | $398,419 |
| Total contributions received or receivable from employer(s) | 2021-04-30 | $648,389 |
| 2020 : WM. D. SCEPANIAK, INC. EMPLOYEE'S FRINGE BENEFIT PLAN 2020 401k financial data |
|---|
| Total income from all sources | 2020-04-30 | $486,906 |
| Expenses. Total of all expenses incurred | 2020-04-30 | $406,756 |
| Benefits paid (including direct rollovers) | 2020-04-30 | $392,845 |
| Total plan assets at end of year | 2020-04-30 | $398,419 |
| Total plan assets at beginning of year | 2020-04-30 | $318,269 |
| Expenses. Other expenses not covered elsewhere | 2020-04-30 | $13,911 |
| Other income received | 2020-04-30 | $892 |
| Net income (gross income less expenses) | 2020-04-30 | $80,150 |
| Net plan assets at end of year (total assets less liabilities) | 2020-04-30 | $398,419 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-04-30 | $318,269 |
| Total contributions received or receivable from employer(s) | 2020-04-30 | $486,014 |
| 2018 : WM. D. SCEPANIAK, INC. EMPLOYEE'S FRINGE BENEFIT PLAN 2018 401k financial data |
|---|
| Total income from all sources | 2018-04-30 | $343,510 |
| Expenses. Total of all expenses incurred | 2018-04-30 | $358,691 |
| Benefits paid (including direct rollovers) | 2018-04-30 | $345,829 |
| Total plan assets at end of year | 2018-04-30 | $312,366 |
| Total plan assets at beginning of year | 2018-04-30 | $327,547 |
| Expenses. Other expenses not covered elsewhere | 2018-04-30 | $12,862 |
| Other income received | 2018-04-30 | $963 |
| Net income (gross income less expenses) | 2018-04-30 | $-15,181 |
| Net plan assets at end of year (total assets less liabilities) | 2018-04-30 | $312,366 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-04-30 | $327,547 |
| Total contributions received or receivable from employer(s) | 2018-04-30 | $342,547 |
| 2017 : WM. D. SCEPANIAK, INC. EMPLOYEE'S FRINGE BENEFIT PLAN 2017 401k financial data |
|---|
| Total income from all sources | 2017-04-30 | $413,876 |
| Expenses. Total of all expenses incurred | 2017-04-30 | $322,619 |
| Benefits paid (including direct rollovers) | 2017-04-30 | $309,248 |
| Total plan assets at end of year | 2017-04-30 | $327,547 |
| Total plan assets at beginning of year | 2017-04-30 | $236,290 |
| Expenses. Other expenses not covered elsewhere | 2017-04-30 | $13,371 |
| Other income received | 2017-04-30 | $569 |
| Net income (gross income less expenses) | 2017-04-30 | $91,257 |
| Net plan assets at end of year (total assets less liabilities) | 2017-04-30 | $327,547 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-04-30 | $236,290 |
| Total contributions received or receivable from employer(s) | 2017-04-30 | $413,307 |
| 2016 : WM. D. SCEPANIAK, INC. EMPLOYEE'S FRINGE BENEFIT PLAN 2016 401k financial data |
|---|
| Total income from all sources | 2016-04-30 | $303,402 |
| Expenses. Total of all expenses incurred | 2016-04-30 | $288,859 |
| Benefits paid (including direct rollovers) | 2016-04-30 | $276,553 |
| Total plan assets at end of year | 2016-04-30 | $236,290 |
| Total plan assets at beginning of year | 2016-04-30 | $221,747 |
| Expenses. Other expenses not covered elsewhere | 2016-04-30 | $12,306 |
| Other income received | 2016-04-30 | $296 |
| Net income (gross income less expenses) | 2016-04-30 | $14,543 |
| Net plan assets at end of year (total assets less liabilities) | 2016-04-30 | $236,290 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-04-30 | $221,747 |
| Total contributions received or receivable from employer(s) | 2016-04-30 | $303,106 |
| 2015 : WM. D. SCEPANIAK, INC. EMPLOYEE'S FRINGE BENEFIT PLAN 2015 401k financial data |
|---|
| Total income from all sources | 2015-04-30 | $254,053 |
| Expenses. Total of all expenses incurred | 2015-04-30 | $219,746 |
| Benefits paid (including direct rollovers) | 2015-04-30 | $208,256 |
| Total plan assets at end of year | 2015-04-30 | $221,747 |
| Total plan assets at beginning of year | 2015-04-30 | $187,440 |
| Expenses. Other expenses not covered elsewhere | 2015-04-30 | $11,490 |
| Other income received | 2015-04-30 | $186 |
| Net income (gross income less expenses) | 2015-04-30 | $34,307 |
| Net plan assets at end of year (total assets less liabilities) | 2015-04-30 | $221,747 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-04-30 | $187,440 |
| Total contributions received or receivable from employer(s) | 2015-04-30 | $253,867 |
| 2014 : WM. D. SCEPANIAK, INC. EMPLOYEE'S FRINGE BENEFIT PLAN 2014 401k financial data |
|---|
| Total income from all sources | 2014-04-30 | $219,996 |
| Expenses. Total of all expenses incurred | 2014-04-30 | $199,149 |
| Benefits paid (including direct rollovers) | 2014-04-30 | $188,291 |
| Total plan assets at end of year | 2014-04-30 | $187,440 |
| Total plan assets at beginning of year | 2014-04-30 | $166,593 |
| Expenses. Other expenses not covered elsewhere | 2014-04-30 | $10,858 |
| Other income received | 2014-04-30 | $165 |
| Net income (gross income less expenses) | 2014-04-30 | $20,847 |
| Net plan assets at end of year (total assets less liabilities) | 2014-04-30 | $187,440 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-04-30 | $166,593 |
| Total contributions received or receivable from employer(s) | 2014-04-30 | $219,831 |
| 2013 : WM. D. SCEPANIAK, INC. EMPLOYEE'S FRINGE BENEFIT PLAN 2013 401k financial data |
|---|
| Total income from all sources | 2013-04-30 | $178,478 |
| Expenses. Total of all expenses incurred | 2013-04-30 | $169,430 |
| Benefits paid (including direct rollovers) | 2013-04-30 | $160,377 |
| Total plan assets at end of year | 2013-04-30 | $166,593 |
| Total plan assets at beginning of year | 2013-04-30 | $157,545 |
| Expenses. Other expenses not covered elsewhere | 2013-04-30 | $9,053 |
| Other income received | 2013-04-30 | $299 |
| Net income (gross income less expenses) | 2013-04-30 | $9,048 |
| Net plan assets at end of year (total assets less liabilities) | 2013-04-30 | $166,593 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-04-30 | $157,545 |
| Total contributions received or receivable from employer(s) | 2013-04-30 | $178,179 |
| 2012 : WM. D. SCEPANIAK, INC. EMPLOYEE'S FRINGE BENEFIT PLAN 2012 401k financial data |
|---|
| Total income from all sources | 2012-04-30 | $194,746 |
| Expenses. Total of all expenses incurred | 2012-04-30 | $161,796 |
| Benefits paid (including direct rollovers) | 2012-04-30 | $153,233 |
| Total plan assets at end of year | 2012-04-30 | $157,545 |
| Total plan assets at beginning of year | 2012-04-30 | $124,595 |
| Expenses. Other expenses not covered elsewhere | 2012-04-30 | $8,563 |
| Other income received | 2012-04-30 | $403 |
| Net income (gross income less expenses) | 2012-04-30 | $32,950 |
| Net plan assets at end of year (total assets less liabilities) | 2012-04-30 | $157,545 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-04-30 | $124,595 |
| Total contributions received or receivable from employer(s) | 2012-04-30 | $194,343 |
| 2011 : WM. D. SCEPANIAK, INC. EMPLOYEE'S FRINGE BENEFIT PLAN 2011 401k financial data |
|---|
| Total income from all sources | 2011-04-30 | $141,925 |
| Expenses. Total of all expenses incurred | 2011-04-30 | $136,110 |
| Benefits paid (including direct rollovers) | 2011-04-30 | $128,812 |
| Total plan assets at end of year | 2011-04-30 | $124,595 |
| Total plan assets at beginning of year | 2011-04-30 | $118,780 |
| Expenses. Other expenses not covered elsewhere | 2011-04-30 | $7,298 |
| Other income received | 2011-04-30 | $1,104 |
| Net income (gross income less expenses) | 2011-04-30 | $5,815 |
| Net plan assets at end of year (total assets less liabilities) | 2011-04-30 | $124,595 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-04-30 | $118,780 |
| Total contributions received or receivable from employer(s) | 2011-04-30 | $140,821 |
| 2022: WM. D. SCEPANIAK, INC. EMPLOYEE'S FRINGE BENEFIT PLAN 2022 form 5500 responses |
|---|
| 2022-05-01 | Type of plan entity | Single employer plan |
| 2022-05-01 | Plan funding arrangement – Insurance | Yes |
| 2022-05-01 | Plan funding arrangement – Trust | Yes |
| 2022-05-01 | Plan benefit arrangement – Insurance | Yes |
| 2022-05-01 | Plan benefit arrangement - Trust | Yes |
| 2021: WM. D. SCEPANIAK, INC. EMPLOYEE'S FRINGE BENEFIT PLAN 2021 form 5500 responses |
|---|
| 2021-05-01 | Type of plan entity | Single employer plan |
| 2021-05-01 | Plan funding arrangement – Insurance | Yes |
| 2021-05-01 | Plan funding arrangement – Trust | Yes |
| 2021-05-01 | Plan benefit arrangement – Insurance | Yes |
| 2021-05-01 | Plan benefit arrangement - Trust | Yes |
| 2020: WM. D. SCEPANIAK, INC. EMPLOYEE'S FRINGE BENEFIT PLAN 2020 form 5500 responses |
|---|
| 2020-05-01 | Type of plan entity | Single employer plan |
| 2020-05-01 | Plan funding arrangement – Insurance | Yes |
| 2020-05-01 | Plan funding arrangement – Trust | Yes |
| 2020-05-01 | Plan benefit arrangement – Insurance | Yes |
| 2020-05-01 | Plan benefit arrangement - Trust | Yes |
| 2019: WM. D. SCEPANIAK, INC. EMPLOYEE'S FRINGE BENEFIT PLAN 2019 form 5500 responses |
|---|
| 2019-05-01 | Type of plan entity | Single employer plan |
| 2019-05-01 | Plan funding arrangement – Insurance | Yes |
| 2019-05-01 | Plan funding arrangement – Trust | Yes |
| 2019-05-01 | Plan benefit arrangement – Insurance | Yes |
| 2019-05-01 | Plan benefit arrangement - Trust | Yes |
| 2018: WM. D. SCEPANIAK, INC. EMPLOYEE'S FRINGE BENEFIT PLAN 2018 form 5500 responses |
|---|
| 2018-05-01 | Type of plan entity | Single employer plan |
| 2018-05-01 | Plan funding arrangement – Insurance | Yes |
| 2018-05-01 | Plan funding arrangement – Trust | Yes |
| 2018-05-01 | Plan benefit arrangement – Insurance | Yes |
| 2018-05-01 | Plan benefit arrangement - Trust | Yes |
| 2017: WM. D. SCEPANIAK, INC. EMPLOYEE'S FRINGE BENEFIT PLAN 2017 form 5500 responses |
|---|
| 2017-05-01 | Type of plan entity | Single employer plan |
| 2017-05-01 | Plan funding arrangement – Insurance | Yes |
| 2017-05-01 | Plan funding arrangement – Trust | Yes |
| 2017-05-01 | Plan benefit arrangement – Insurance | Yes |
| 2017-05-01 | Plan benefit arrangement - Trust | Yes |
| 2016: WM. D. SCEPANIAK, INC. EMPLOYEE'S FRINGE BENEFIT PLAN 2016 form 5500 responses |
|---|
| 2016-05-01 | Type of plan entity | Single employer plan |
| 2016-05-01 | Plan funding arrangement – Insurance | Yes |
| 2016-05-01 | Plan funding arrangement – Trust | Yes |
| 2016-05-01 | Plan benefit arrangement – Insurance | Yes |
| 2016-05-01 | Plan benefit arrangement - Trust | Yes |
| 2015: WM. D. SCEPANIAK, INC. EMPLOYEE'S FRINGE BENEFIT PLAN 2015 form 5500 responses |
|---|
| 2015-05-01 | Type of plan entity | Single employer plan |
| 2015-05-01 | Plan funding arrangement – Insurance | Yes |
| 2015-05-01 | Plan funding arrangement – Trust | Yes |
| 2015-05-01 | Plan benefit arrangement – Insurance | Yes |
| 2015-05-01 | Plan benefit arrangement - Trust | Yes |
| 2014: WM. D. SCEPANIAK, INC. EMPLOYEE'S FRINGE BENEFIT PLAN 2014 form 5500 responses |
|---|
| 2014-05-01 | Type of plan entity | Single employer plan |
| 2014-05-01 | Plan funding arrangement – Insurance | Yes |
| 2014-05-01 | Plan funding arrangement – Trust | Yes |
| 2014-05-01 | Plan benefit arrangement – Insurance | Yes |
| 2014-05-01 | Plan benefit arrangement - Trust | Yes |
| 2013: WM. D. SCEPANIAK, INC. EMPLOYEE'S FRINGE BENEFIT PLAN 2013 form 5500 responses |
|---|
| 2013-05-01 | Type of plan entity | Single employer plan |
| 2013-05-01 | Plan funding arrangement – Insurance | Yes |
| 2013-05-01 | Plan funding arrangement – Trust | Yes |
| 2013-05-01 | Plan benefit arrangement – Insurance | Yes |
| 2013-05-01 | Plan benefit arrangement - Trust | Yes |
| 2012: WM. D. SCEPANIAK, INC. EMPLOYEE'S FRINGE BENEFIT PLAN 2012 form 5500 responses |
|---|
| 2012-05-01 | Type of plan entity | Single employer plan |
| 2012-05-01 | Plan funding arrangement – Insurance | Yes |
| 2012-05-01 | Plan funding arrangement – Trust | Yes |
| 2012-05-01 | Plan benefit arrangement – Insurance | Yes |
| 2012-05-01 | Plan benefit arrangement - Trust | Yes |
| 2011: WM. D. SCEPANIAK, INC. EMPLOYEE'S FRINGE BENEFIT PLAN 2011 form 5500 responses |
|---|
| 2011-05-01 | Type of plan entity | Single employer plan |
| 2011-05-01 | Plan funding arrangement – Insurance | Yes |
| 2011-05-01 | Plan funding arrangement – Trust | Yes |
| 2011-05-01 | Plan benefit arrangement – Insurance | Yes |
| 2011-05-01 | Plan benefit arrangement - Trust | Yes |
| 2009: WM. D. SCEPANIAK, INC. EMPLOYEE'S FRINGE BENEFIT PLAN 2009 form 5500 responses |
|---|
| 2009-05-01 | Type of plan entity | Single employer plan |
| 2009-05-01 | Submission has been amended | No |
| 2009-05-01 | This submission is the final filing | No |
| 2009-05-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2009-05-01 | Plan is a collectively bargained plan | No |
| 2009-05-01 | Plan funding arrangement – Insurance | Yes |
| 2009-05-01 | Plan funding arrangement – Trust | Yes |
| 2009-05-01 | Plan benefit arrangement – Insurance | Yes |
| 2009-05-01 | Plan benefit arrangement - Trust | Yes |
| BCBSM, INC. DBA BLUE CROSS AND BLUE SHIELD OF MINNESOTA (National Association of Insurance Commissioners NAIC id number: 55026 ) |
| Policy contract number | 284149 |
| Policy instance | 1 |
| Insurance contract or identification number | 284149 | | Number of Individuals Covered | 122 | | Insurance policy start date | 2022-05-01 | | Insurance policy end date | 2023-04-30 | | Health Insurance Welfare Benefit | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Additional information about fees paid to insurance broker | PRODUCTION BONUSES 3 |
|
| MEDICA (National Association of Insurance Commissioners NAIC id number: 1259 ) |
| Policy contract number | 309359 |
| Policy instance | 1 |
| Insurance contract or identification number | 309359 | | Number of Individuals Covered | 143 | | Insurance policy start date | 2021-05-01 | | Insurance policy end date | 2022-04-30 | | Health Insurance Welfare Benefit | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Additional information about fees paid to insurance broker | PRODUCTION BONUSES 3 |
|
| MEDICA (National Association of Insurance Commissioners NAIC id number: 1259 ) |
| Policy contract number | 309359 |
| Policy instance | 1 |
| Insurance contract or identification number | 309359 | | Number of Individuals Covered | 143 | | Insurance policy start date | 2020-05-01 | | Insurance policy end date | 2021-04-30 | | Total amount of commissions paid to insurance broker | USD $14,869 | | Health Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $521,919 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $14,869 | | Additional information about fees paid to insurance broker | PRODUCTION BONUSES 3 |
|
| HEALTHPARTNERS (National Association of Insurance Commissioners NAIC id number: 95766 ) |
| Policy contract number | 19529 |
| Policy instance | 1 |
| Insurance contract or identification number | 19529 | | Number of Individuals Covered | 110 | | Insurance policy start date | 2019-05-01 | | Insurance policy end date | 2020-04-30 | | Total amount of commissions paid to insurance broker | USD $7,095 | | Health Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $544,035 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $7,095 | | Additional information about fees paid to insurance broker | PRODUCTION BONUSES 3 |
|
| HEALTHPARTNERS (National Association of Insurance Commissioners NAIC id number: 95766 ) |
| Policy contract number | 19529 |
| Policy instance | 1 |
| Insurance contract or identification number | 19529 | | Number of Individuals Covered | 110 | | Insurance policy start date | 2018-05-01 | | Insurance policy end date | 2019-04-30 | | Total amount of commissions paid to insurance broker | USD $17,762 | | Health Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $455,342 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $17,762 | | Additional information about fees paid to insurance broker | PRODUCTION BONUSES 3 |
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| HEALTHPARTNERS (National Association of Insurance Commissioners NAIC id number: 95766 ) |
| Policy contract number | 19529 |
| Policy instance | 1 |
| Insurance contract or identification number | 19529 | | Number of Individuals Covered | 110 | | Insurance policy start date | 2017-05-01 | | Insurance policy end date | 2018-04-30 | | Total amount of fees paid to insurance company | USD $13,587 | | Health Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $340,838 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Amount paid for insurance broker fees | 13587 | | Additional information about fees paid to insurance broker | PRODUCTION BONUSES 3 | | Insurance broker name | JAMES ODEGARD |
|
| HEALTHPARTNERS (National Association of Insurance Commissioners NAIC id number: 95766 ) |
| Policy contract number | 19529 |
| Policy instance | 1 |
| Insurance contract or identification number | 19529 | | Number of Individuals Covered | 110 | | Insurance policy start date | 2015-05-01 | | Insurance policy end date | 2016-04-30 | | Total amount of fees paid to insurance company | USD $7,258 | | Health Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $228,606 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Amount paid for insurance broker fees | 7163 | | Additional information about fees paid to insurance broker | PRODUCTION BONUSES 3 | | Insurance broker name | LISA RASMUSSEN |
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| HEALTHPARTNERS (National Association of Insurance Commissioners NAIC id number: 95766 ) |
| Policy contract number | 19529 |
| Policy instance | 1 |
| Insurance contract or identification number | 19529 | | Number of Individuals Covered | 110 | | Insurance policy start date | 2014-05-01 | | Insurance policy end date | 2015-04-30 | | Total amount of commissions paid to insurance broker | USD $7,543 | | Health Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $208,231 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $7,543 | | Additional information about fees paid to insurance broker | PRODUCTION BONUSES 3 | | Insurance broker name | JAMES ODEGARD |
|
| HEALTHPARTNERS (National Association of Insurance Commissioners NAIC id number: 95766 ) |
| Policy contract number | 19529 |
| Policy instance | 1 |
| Insurance contract or identification number | 19529 | | Number of Individuals Covered | 112 | | Insurance policy start date | 2013-05-01 | | Insurance policy end date | 2014-04-30 | | Total amount of commissions paid to insurance broker | USD $5,320 | | Health Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $171,308 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $5,320 | | Additional information about fees paid to insurance broker | PRODUCTION BONUSES 3 | | Insurance broker name | JAMES ODEGARD |
|
| HEALTHPARTNERS (National Association of Insurance Commissioners NAIC id number: 95766 ) |
| Policy contract number | 19529 |
| Policy instance | 1 |
| Insurance contract or identification number | 19529 | | Number of Individuals Covered | 112 | | Insurance policy start date | 2012-05-01 | | Insurance policy end date | 2013-04-30 | | Total amount of commissions paid to insurance broker | USD $6,783 | | Health Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $164,785 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $6,783 | | Additional information about fees paid to insurance broker | PRODUCTION BONUSES 3 | | Insurance broker name | JAMES ODEGARD |
|
| HEALTHPARTNERS (National Association of Insurance Commissioners NAIC id number: 95766 ) |
| Policy contract number | 19529 |
| Policy instance | 1 |
| Insurance contract or identification number | 19529 | | Number of Individuals Covered | 73 | | Insurance policy start date | 2011-05-01 | | Insurance policy end date | 2012-04-30 | | Total amount of commissions paid to insurance broker | USD $5,947 | | Health Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $132,073 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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| HEALTHPARTNERS (National Association of Insurance Commissioners NAIC id number: 95766 ) |
| Policy contract number | 19529 |
| Policy instance | 1 |
| Insurance contract or identification number | 19529 | | Number of Individuals Covered | 85 | | Insurance policy start date | 2010-05-01 | | Insurance policy end date | 2011-04-30 | | Total amount of commissions paid to insurance broker | USD $6,181 | | Total amount of fees paid to insurance company | USD $1,117 | | Health Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $140,821 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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