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ESSELTE CORPORATION HEALTH AND WELFARE PLAN F/K/A ESSELTE CORPORATION FLEXIBLE BENEFIT PLAN 401k Plan overview

Plan NameESSELTE CORPORATION HEALTH AND WELFARE PLAN F/K/A ESSELTE CORPORATION FLEXIBLE BENEFIT PLAN
Plan identification number 594

ESSELTE CORPORATION HEALTH AND WELFARE PLAN F/K/A ESSELTE CORPORATION FLEXIBLE BENEFIT 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

ESSELTE CORPORATION has sponsored the creation of one or more 401k plans.

Company Name:ESSELTE CORPORATION
Employer identification number (EIN):203098654
NAIC Classification:322200

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ESSELTE CORPORATION HEALTH AND WELFARE PLAN F/K/A ESSELTE CORPORATION FLEXIBLE BENEFIT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5942013-01-01
5942012-01-01DAVID GERARD
5942011-01-01DAVID GERARD
5942010-01-01DAVID GERARD
5942009-01-01DAVID GERARD

Plan Statistics for ESSELTE CORPORATION HEALTH AND WELFARE PLAN F/K/A ESSELTE CORPORATION FLEXIBLE BENEFIT PLAN

401k plan membership statisitcs for ESSELTE CORPORATION HEALTH AND WELFARE PLAN F/K/A ESSELTE CORPORATION FLEXIBLE BENEFIT PLAN

Measure Date Value
2013: ESSELTE CORPORATION HEALTH AND WELFARE PLAN F/K/A ESSELTE CORPORATION FLEXIBLE BENEFIT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01882
Total number of active participants reported on line 7a of the Form 55002013-01-01477
Number of retired or separated participants receiving benefits2013-01-01172
Total of all active and inactive participants2013-01-01649
2012: ESSELTE CORPORATION HEALTH AND WELFARE PLAN F/K/A ESSELTE CORPORATION FLEXIBLE BENEFIT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01865
Total number of active participants reported on line 7a of the Form 55002012-01-01569
Number of retired or separated participants receiving benefits2012-01-01313
Total of all active and inactive participants2012-01-01882
2011: ESSELTE CORPORATION HEALTH AND WELFARE PLAN F/K/A ESSELTE CORPORATION FLEXIBLE BENEFIT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01792
Total number of active participants reported on line 7a of the Form 55002011-01-01545
Number of retired or separated participants receiving benefits2011-01-01320
Total of all active and inactive participants2011-01-01865
2010: ESSELTE CORPORATION HEALTH AND WELFARE PLAN F/K/A ESSELTE CORPORATION FLEXIBLE BENEFIT PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01734
Total number of active participants reported on line 7a of the Form 55002010-01-01518
Number of retired or separated participants receiving benefits2010-01-01274
Total of all active and inactive participants2010-01-01792
2009: ESSELTE CORPORATION HEALTH AND WELFARE PLAN F/K/A ESSELTE CORPORATION FLEXIBLE BENEFIT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01900
Total number of active participants reported on line 7a of the Form 55002009-01-01490
Number of retired or separated participants receiving benefits2009-01-01244
Number of other retired or separated participants entitled to future benefits2009-01-010
Total of all active and inactive participants2009-01-01734

Financial Data on ESSELTE CORPORATION HEALTH AND WELFARE PLAN F/K/A ESSELTE CORPORATION FLEXIBLE BENEFIT PLAN

Measure Date Value
2013 : ESSELTE CORPORATION HEALTH AND WELFARE PLAN F/K/A ESSELTE CORPORATION FLEXIBLE BENEFIT PLAN 2013 401k financial data
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$1,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
Did the plan have assets held for investment2013-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
2012 : ESSELTE CORPORATION HEALTH AND WELFARE PLAN F/K/A ESSELTE CORPORATION FLEXIBLE BENEFIT PLAN 2012 401k financial data
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$1,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
Did the plan have assets held for investment2012-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
2011 : ESSELTE CORPORATION HEALTH AND WELFARE PLAN F/K/A ESSELTE CORPORATION FLEXIBLE BENEFIT PLAN 2011 401k financial data
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$1,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
Did the plan have assets held for investment2011-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
2010 : ESSELTE CORPORATION HEALTH AND WELFARE PLAN F/K/A ESSELTE CORPORATION FLEXIBLE BENEFIT PLAN 2010 401k financial data
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$1,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Did the plan have assets held for investment2010-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No

Form 5500 Responses for ESSELTE CORPORATION HEALTH AND WELFARE PLAN F/K/A ESSELTE CORPORATION FLEXIBLE BENEFIT PLAN

2013: ESSELTE CORPORATION HEALTH AND WELFARE PLAN F/K/A ESSELTE CORPORATION FLEXIBLE BENEFIT PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan benefit arrangement – InsuranceYes
2012: ESSELTE CORPORATION HEALTH AND WELFARE PLAN F/K/A ESSELTE CORPORATION FLEXIBLE BENEFIT PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan benefit arrangement – InsuranceYes
2011: ESSELTE CORPORATION HEALTH AND WELFARE PLAN F/K/A ESSELTE CORPORATION FLEXIBLE BENEFIT PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan benefit arrangement – InsuranceYes
2010: ESSELTE CORPORATION HEALTH AND WELFARE PLAN F/K/A ESSELTE CORPORATION FLEXIBLE BENEFIT PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan benefit arrangement – InsuranceYes
2009: ESSELTE CORPORATION HEALTH AND WELFARE PLAN F/K/A ESSELTE CORPORATION FLEXIBLE BENEFIT PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01This submission is the final filingNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan benefit arrangement – InsuranceYes

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