401k Plan data: EMPLOYEE OWNED HOLDINGS, INC. DENTAL-VISION PLAN plan

EMPLOYEE OWNED HOLDINGS, INC. DENTAL-VISION PLAN 401k Plan overview

Plan Name	EMPLOYEE OWNED HOLDINGS, INC. DENTAL-VISION PLAN
Plan identification number	503

EMPLOYEE OWNED HOLDINGS, INC. DENTAL-VISION PLAN Benefits

401k Plan Type	Welfare Benefit
Plan Features/Benefits	Dental Vision Other welfare benefit cover

401k Sponsoring company profile

EMPLOYEE OWNED HOLDINGS, INC. has sponsored the creation of one or more 401k plans.

Company Name: EMPLOYEE OWNED HOLDINGS, INC.

Employer identification number (EIN): 208026834

NAIC Classification: 423800

Additional information about EMPLOYEE OWNED HOLDINGS, INC.

Jurisdiction of Incorporation: Texas Secretary of State

Incorporation Date: 2006-12-05

Company Identification Number: 0800741893

Legal Registered Office Address: 16330 CENTRAL GREEN BLVD STE 200

HOUSTON
United States of America (USA)
77032

More information about EMPLOYEE OWNED HOLDINGS, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan EMPLOYEE OWNED HOLDINGS, INC. DENTAL-VISION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
503 2018-05-01
503 2017-05-01 PATRICK STRIMPLE
503 2016-05-01 PATRICK STRIMPLE
503 2015-05-01 PATRICK STRIMPLE
503 2014-05-01 PATRICK STRIMPLE
503 2013-05-01 PATRICK STRIMPLE
503 2012-06-01 DAVID TYLER DAVID TYLER 2013-11-21

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
503	2018-05-01
503	2017-05-01	PATRICK STRIMPLE
503	2016-05-01	PATRICK STRIMPLE
503	2015-05-01	PATRICK STRIMPLE
503	2014-05-01	PATRICK STRIMPLE
503	2013-05-01	PATRICK STRIMPLE
503	2012-06-01	DAVID TYLER	DAVID TYLER	2013-11-21

Plan Statistics for EMPLOYEE OWNED HOLDINGS, INC. DENTAL-VISION PLAN

401k plan membership statisitcs for EMPLOYEE OWNED HOLDINGS, INC. DENTAL-VISION PLAN

Measure Date Value
2018: EMPLOYEE OWNED HOLDINGS, INC. DENTAL-VISION PLAN 2018 401k membership
Total participants, beginning-of-year 2018-05-01 185
Total number of active participants reported on line 7a of the Form 5500 2018-05-01 0
Total of all active and inactive participants 2018-05-01 0
Total participants 2018-05-01 0
2017: EMPLOYEE OWNED HOLDINGS, INC. DENTAL-VISION PLAN 2017 401k membership
Total participants, beginning-of-year 2017-05-01 190
Total number of active participants reported on line 7a of the Form 5500 2017-05-01 185
Total of all active and inactive participants 2017-05-01 185
Total participants 2017-05-01 185
2016: EMPLOYEE OWNED HOLDINGS, INC. DENTAL-VISION PLAN 2016 401k membership
Total participants, beginning-of-year 2016-05-01 253
Total number of active participants reported on line 7a of the Form 5500 2016-05-01 190
Total of all active and inactive participants 2016-05-01 190
Total participants 2016-05-01 190
2015: EMPLOYEE OWNED HOLDINGS, INC. DENTAL-VISION PLAN 2015 401k membership
Total participants, beginning-of-year 2015-05-01 230
Total number of active participants reported on line 7a of the Form 5500 2015-05-01 253
Total of all active and inactive participants 2015-05-01 253
Total participants 2015-05-01 253
2014: EMPLOYEE OWNED HOLDINGS, INC. DENTAL-VISION PLAN 2014 401k membership
Total participants, beginning-of-year 2014-05-01 209
Total number of active participants reported on line 7a of the Form 5500 2014-05-01 230
Total of all active and inactive participants 2014-05-01 230
Total participants 2014-05-01 230
2013: EMPLOYEE OWNED HOLDINGS, INC. DENTAL-VISION PLAN 2013 401k membership
Total participants, beginning-of-year 2013-05-01 209
Total number of active participants reported on line 7a of the Form 5500 2013-05-01 209
Total of all active and inactive participants 2013-05-01 209
Total participants 2013-05-01 209
2012: EMPLOYEE OWNED HOLDINGS, INC. DENTAL-VISION PLAN 2012 401k membership
Total participants, beginning-of-year 2012-06-01 289
Total number of active participants reported on line 7a of the Form 5500 2012-06-01 334
Total of all active and inactive participants 2012-06-01 334
Total participants 2012-06-01 334

Measure	Date	Value
2018: EMPLOYEE OWNED HOLDINGS, INC. DENTAL-VISION PLAN 2018 401k membership
Total participants, beginning-of-year	2018-05-01	185
Total number of active participants reported on line 7a of the Form 5500	2018-05-01	0
Total of all active and inactive participants	2018-05-01	0
Total participants	2018-05-01	0
2017: EMPLOYEE OWNED HOLDINGS, INC. DENTAL-VISION PLAN 2017 401k membership
Total participants, beginning-of-year	2017-05-01	190
Total number of active participants reported on line 7a of the Form 5500	2017-05-01	185
Total of all active and inactive participants	2017-05-01	185
Total participants	2017-05-01	185
2016: EMPLOYEE OWNED HOLDINGS, INC. DENTAL-VISION PLAN 2016 401k membership
Total participants, beginning-of-year	2016-05-01	253
Total number of active participants reported on line 7a of the Form 5500	2016-05-01	190
Total of all active and inactive participants	2016-05-01	190
Total participants	2016-05-01	190
2015: EMPLOYEE OWNED HOLDINGS, INC. DENTAL-VISION PLAN 2015 401k membership
Total participants, beginning-of-year	2015-05-01	230
Total number of active participants reported on line 7a of the Form 5500	2015-05-01	253
Total of all active and inactive participants	2015-05-01	253
Total participants	2015-05-01	253
2014: EMPLOYEE OWNED HOLDINGS, INC. DENTAL-VISION PLAN 2014 401k membership
Total participants, beginning-of-year	2014-05-01	209
Total number of active participants reported on line 7a of the Form 5500	2014-05-01	230
Total of all active and inactive participants	2014-05-01	230
Total participants	2014-05-01	230
2013: EMPLOYEE OWNED HOLDINGS, INC. DENTAL-VISION PLAN 2013 401k membership
Total participants, beginning-of-year	2013-05-01	209
Total number of active participants reported on line 7a of the Form 5500	2013-05-01	209
Total of all active and inactive participants	2013-05-01	209
Total participants	2013-05-01	209
2012: EMPLOYEE OWNED HOLDINGS, INC. DENTAL-VISION PLAN 2012 401k membership
Total participants, beginning-of-year	2012-06-01	289
Total number of active participants reported on line 7a of the Form 5500	2012-06-01	334
Total of all active and inactive participants	2012-06-01	334
Total participants	2012-06-01	334

Form 5500 Responses for EMPLOYEE OWNED HOLDINGS, INC. DENTAL-VISION PLAN

2018: EMPLOYEE OWNED HOLDINGS, INC. DENTAL-VISION PLAN 2018 form 5500 responses
2018-05-01	Type of plan entity	Single employer plan
2018-05-01	Submission has been amended	No
2018-05-01	This submission is the final filing	Yes
2018-05-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-05-01	Plan is a collectively bargained plan	No
2018-05-01	Plan funding arrangement – Insurance	Yes
2018-05-01	Plan benefit arrangement – Insurance	Yes
2017: EMPLOYEE OWNED HOLDINGS, INC. DENTAL-VISION PLAN 2017 form 5500 responses
2017-05-01	Type of plan entity	Single employer plan
2017-05-01	Submission has been amended	No
2017-05-01	This submission is the final filing	No
2017-05-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-05-01	Plan is a collectively bargained plan	No
2017-05-01	Plan funding arrangement – Insurance	Yes
2017-05-01	Plan benefit arrangement – Insurance	Yes
2016: EMPLOYEE OWNED HOLDINGS, INC. DENTAL-VISION PLAN 2016 form 5500 responses
2016-05-01	Type of plan entity	Single employer plan
2016-05-01	Submission has been amended	No
2016-05-01	This submission is the final filing	No
2016-05-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-05-01	Plan is a collectively bargained plan	No
2016-05-01	Plan funding arrangement – Insurance	Yes
2016-05-01	Plan benefit arrangement – Insurance	Yes
2015: EMPLOYEE OWNED HOLDINGS, INC. DENTAL-VISION PLAN 2015 form 5500 responses
2015-05-01	Type of plan entity	Single employer plan
2015-05-01	Submission has been amended	No
2015-05-01	This submission is the final filing	No
2015-05-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-05-01	Plan is a collectively bargained plan	No
2015-05-01	Plan funding arrangement – Insurance	Yes
2015-05-01	Plan benefit arrangement – Insurance	Yes
2014: EMPLOYEE OWNED HOLDINGS, INC. DENTAL-VISION PLAN 2014 form 5500 responses
2014-05-01	Type of plan entity	Single employer plan
2014-05-01	Submission has been amended	No
2014-05-01	This submission is the final filing	No
2014-05-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-05-01	Plan is a collectively bargained plan	No
2014-05-01	Plan funding arrangement – Insurance	Yes
2014-05-01	Plan benefit arrangement – Insurance	Yes
2013: EMPLOYEE OWNED HOLDINGS, INC. DENTAL-VISION PLAN 2013 form 5500 responses
2013-05-01	Type of plan entity	Single employer plan
2013-05-01	First time form 5500 has been submitted	Yes
2013-05-01	Submission has been amended	No
2013-05-01	This submission is the final filing	No
2013-05-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-05-01	Plan is a collectively bargained plan	No
2013-05-01	Plan funding arrangement – Insurance	Yes
2013-05-01	Plan benefit arrangement – Insurance	Yes
2012: EMPLOYEE OWNED HOLDINGS, INC. DENTAL-VISION PLAN 2012 form 5500 responses
2012-06-01	Type of plan entity	Single employer plan
2012-06-01	First time form 5500 has been submitted	Yes
2012-06-01	Submission has been amended	No
2012-06-01	This submission is the final filing	No
2012-06-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-06-01	Plan is a collectively bargained plan	No
2012-06-01	Plan funding arrangement – Insurance	Yes
2012-06-01	Plan benefit arrangement – Insurance	Yes

Insurance Providers Used on plan

CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES (National Association of Insurance Commissioners NAIC id number: 67369 )

Policy contract number

3338852

Policy instance

Insurance contract or identification number	3338852
Number of Individuals Covered	427
Insurance policy start date	2017-05-01
Insurance policy end date	2018-04-30
Total amount of commissions paid to insurance broker	USD $15,779
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 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	Yes
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
Welfare Benefit Premiums Paid to Carrier	USD $173,592
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $15,779
Insurance broker organization code?	3
Insurance broker name	BOWEN MICLETTE & BRITT INS AGENCY

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Company Name:	EMPLOYEE OWNED HOLDINGS, INC.
Employer identification number (EIN):	208026834
NAIC Classification:	423800

Jurisdiction of Incorporation:	Texas Secretary of State
Incorporation Date:	2006-12-05
Company Identification Number:	0800741893
Legal Registered Office Address:	16330 CENTRAL GREEN BLVD STE 200 HOUSTON United States of America (USA) 77032