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OLIVER FIRE PROTECTION HEALTH PLAN 401k Plan overview

Plan NameOLIVER FIRE PROTECTION HEALTH PLAN
Plan identification number 501

OLIVER FIRE PROTECTION HEALTH PLAN Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Health (other than dental or vision)

401k Sponsoring company profile

OLIVER SPRINKLER CO., INC. has sponsored the creation of one or more 401k plans.

Company Name:OLIVER SPRINKLER CO., INC.
Employer identification number (EIN):231711827
NAIC Classification:238290
NAIC Description:Other Building Equipment Contractors

Form 5500 Filing Information

Submission information for form 5500 for 401k plan OLIVER FIRE PROTECTION HEALTH PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5012022-01-01
5012021-01-01
5012020-01-01
5012019-01-01
5012018-01-01
5012017-04-01STEVE OLIVER
5012016-04-01CARLA JONES

Plan Statistics for OLIVER FIRE PROTECTION HEALTH PLAN

401k plan membership statisitcs for OLIVER FIRE PROTECTION HEALTH PLAN

Measure Date Value
2022: OLIVER FIRE PROTECTION HEALTH PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01115
Total number of active participants reported on line 7a of the Form 55002022-01-01133
Number of retired or separated participants receiving benefits2022-01-012
Number of other retired or separated participants entitled to future benefits2022-01-010
Total of all active and inactive participants2022-01-01135
2021: OLIVER FIRE PROTECTION HEALTH PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01115
Total number of active participants reported on line 7a of the Form 55002021-01-01107
Number of retired or separated participants receiving benefits2021-01-012
Number of other retired or separated participants entitled to future benefits2021-01-010
Total of all active and inactive participants2021-01-01109
2020: OLIVER FIRE PROTECTION HEALTH PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01111
Total number of active participants reported on line 7a of the Form 55002020-01-01114
Number of retired or separated participants receiving benefits2020-01-011
Number of other retired or separated participants entitled to future benefits2020-01-010
Total of all active and inactive participants2020-01-01115
2019: OLIVER FIRE PROTECTION HEALTH PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01105
Total number of active participants reported on line 7a of the Form 55002019-01-01111
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-010
Total of all active and inactive participants2019-01-01111
2018: OLIVER FIRE PROTECTION HEALTH PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-0197
Total number of active participants reported on line 7a of the Form 55002018-01-01104
Number of retired or separated participants receiving benefits2018-01-011
Number of other retired or separated participants entitled to future benefits2018-01-010
Total of all active and inactive participants2018-01-01105
2017: OLIVER FIRE PROTECTION HEALTH PLAN 2017 401k membership
Total participants, beginning-of-year2017-04-0187
Total number of active participants reported on line 7a of the Form 55002017-04-0197
Number of retired or separated participants receiving benefits2017-04-011
Number of other retired or separated participants entitled to future benefits2017-04-010
Total of all active and inactive participants2017-04-0198
2016: OLIVER FIRE PROTECTION HEALTH PLAN 2016 401k membership
Total participants, beginning-of-year2016-04-0184
Total number of active participants reported on line 7a of the Form 55002016-04-0186
Number of retired or separated participants receiving benefits2016-04-011
Number of other retired or separated participants entitled to future benefits2016-04-010
Total of all active and inactive participants2016-04-0187

Financial Data on OLIVER FIRE PROTECTION HEALTH PLAN

Measure Date Value
2022 : OLIVER FIRE PROTECTION HEALTH PLAN 2022 401k financial data
Total plan liabilities at end of year2022-12-31$162,823
Total plan liabilities at beginning of year2022-12-31$766,727
Total income from all sources2022-12-31$1,764,773
Expenses. Total of all expenses incurred2022-12-31$711,522
Benefits paid (including direct rollovers)2022-12-31$126,191
Total plan assets at end of year2022-12-31$490,389
Total plan assets at beginning of year2022-12-31$41,042
Value of fidelity bond covering the plan2022-12-31$1,000,000
Total contributions received or receivable from participants2022-12-31$425,260
Expenses. Other expenses not covered elsewhere2022-12-31$565,895
Contributions received from other sources (not participants or employers)2022-12-31$6,234
Other income received2022-12-31$502
Net income (gross income less expenses)2022-12-31$1,053,251
Net plan assets at end of year (total assets less liabilities)2022-12-31$327,566
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$-725,685
Total contributions received or receivable from employer(s)2022-12-31$1,332,777
Value of corrective distributions2022-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2022-12-31$19,436
2021 : OLIVER FIRE PROTECTION HEALTH PLAN 2021 401k financial data
Total plan liabilities at end of year2021-12-31$766,727
Total plan liabilities at beginning of year2021-12-31$84,974
Total income from all sources2021-12-31$1,328,689
Expenses. Total of all expenses incurred2021-12-31$1,978,676
Benefits paid (including direct rollovers)2021-12-31$1,537,280
Total plan assets at end of year2021-12-31$41,042
Total plan assets at beginning of year2021-12-31$9,276
Value of fidelity bond covering the plan2021-12-31$1,000,000
Total contributions received or receivable from participants2021-12-31$10,745
Expenses. Other expenses not covered elsewhere2021-12-31$417,223
Contributions received from other sources (not participants or employers)2021-12-31$10,745
Other income received2021-12-31$133
Net income (gross income less expenses)2021-12-31$-649,987
Net plan assets at end of year (total assets less liabilities)2021-12-31$-725,685
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$-75,698
Total contributions received or receivable from employer(s)2021-12-31$1,307,066
Expenses. Administrative service providers (salaries,fees and commissions)2021-12-31$24,173
2020 : OLIVER FIRE PROTECTION HEALTH PLAN 2020 401k financial data
Total plan liabilities at end of year2020-12-31$84,974
Total plan liabilities at beginning of year2020-12-31$83,666
Total income from all sources2020-12-31$1,287,867
Expenses. Total of all expenses incurred2020-12-31$1,471,919
Benefits paid (including direct rollovers)2020-12-31$858,739
Total plan assets at end of year2020-12-31$9,276
Total plan assets at beginning of year2020-12-31$192,020
Value of fidelity bond covering the plan2020-12-31$1,000,000
Total contributions received or receivable from participants2020-12-31$266,223
Expenses. Other expenses not covered elsewhere2020-12-31$398,227
Contributions received from other sources (not participants or employers)2020-12-31$5,612
Other income received2020-12-31$350
Net income (gross income less expenses)2020-12-31$-184,052
Net plan assets at end of year (total assets less liabilities)2020-12-31$-75,698
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$108,354
Total contributions received or receivable from employer(s)2020-12-31$1,015,682
Value of corrective distributions2020-12-31$192,334
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$22,619
2019 : OLIVER FIRE PROTECTION HEALTH PLAN 2019 401k financial data
Total plan liabilities at end of year2019-12-31$83,666
Total plan liabilities at beginning of year2019-12-31$83,786
Total income from all sources2019-12-31$1,182,988
Expenses. Total of all expenses incurred2019-12-31$1,115,313
Benefits paid (including direct rollovers)2019-12-31$665,041
Total plan assets at end of year2019-12-31$192,020
Total plan assets at beginning of year2019-12-31$124,465
Value of fidelity bond covering the plan2019-12-31$1,000,000
Total contributions received or receivable from participants2019-12-31$263,845
Expenses. Other expenses not covered elsewhere2019-12-31$384,046
Contributions received from other sources (not participants or employers)2019-12-31$1,634
Other income received2019-12-31$402
Net income (gross income less expenses)2019-12-31$67,675
Net plan assets at end of year (total assets less liabilities)2019-12-31$108,354
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$40,679
Total contributions received or receivable from employer(s)2019-12-31$917,107
Value of corrective distributions2019-12-31$47,210
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$19,016
2018 : OLIVER FIRE PROTECTION HEALTH PLAN 2018 401k financial data
Total plan liabilities at end of year2018-12-31$83,786
Total plan liabilities at beginning of year2018-12-31$60,662
Total income from all sources2018-12-31$1,204,644
Expenses. Total of all expenses incurred2018-12-31$1,124,415
Benefits paid (including direct rollovers)2018-12-31$668,356
Total plan assets at end of year2018-12-31$124,465
Total plan assets at beginning of year2018-12-31$21,112
Value of fidelity bond covering the plan2018-12-31$1,000,000
Total contributions received or receivable from participants2018-12-31$217,366
Expenses. Other expenses not covered elsewhere2018-12-31$401,793
Contributions received from other sources (not participants or employers)2018-12-31$8,450
Other income received2018-12-31$183
Net income (gross income less expenses)2018-12-31$80,229
Net plan assets at end of year (total assets less liabilities)2018-12-31$40,679
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$-39,550
Total contributions received or receivable from employer(s)2018-12-31$978,645
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$54,266
2017 : OLIVER FIRE PROTECTION HEALTH PLAN 2017 401k financial data
Total plan liabilities at end of year2017-12-31$60,662
Total plan liabilities at beginning of year2017-12-31$57,776
Total income from all sources2017-12-31$758,462
Expenses. Total of all expenses incurred2017-12-31$911,527
Benefits paid (including direct rollovers)2017-12-31$501,350
Total plan assets at end of year2017-12-31$21,112
Total plan assets at beginning of year2017-12-31$171,291
Value of fidelity bond covering the plan2017-12-31$1,000,000
Total contributions received or receivable from participants2017-12-31$146,800
Expenses. Other expenses not covered elsewhere2017-12-31$236,230
Contributions received from other sources (not participants or employers)2017-12-31$19,433
Other income received2017-12-31$7
Net income (gross income less expenses)2017-12-31$-153,065
Net plan assets at end of year (total assets less liabilities)2017-12-31$-39,550
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$113,515
Total contributions received or receivable from employer(s)2017-12-31$592,222
Value of corrective distributions2017-12-31$133,685
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$40,262
Total plan liabilities at end of year2017-03-31$57,776
Total income from all sources2017-03-31$888,064
Expenses. Total of all expenses incurred2017-03-31$774,549
Benefits paid (including direct rollovers)2017-03-31$472,758
Total plan assets at end of year2017-03-31$171,291
Value of fidelity bond covering the plan2017-03-31$1,000,000
Total contributions received or receivable from participants2017-03-31$193,436
Expenses. Other expenses not covered elsewhere2017-03-31$256,163
Contributions received from other sources (not participants or employers)2017-03-31$6,693
Net income (gross income less expenses)2017-03-31$113,515
Net plan assets at end of year (total assets less liabilities)2017-03-31$113,515
Net plan assets at beginning of year (total assets less liabilities)2017-03-31$0
Total contributions received or receivable from employer(s)2017-03-31$687,935
Expenses. Administrative service providers (salaries,fees and commissions)2017-03-31$45,628

Form 5500 Responses for OLIVER FIRE PROTECTION HEALTH PLAN

2022: OLIVER FIRE PROTECTION HEALTH PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: OLIVER FIRE PROTECTION HEALTH PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: OLIVER FIRE PROTECTION HEALTH PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: OLIVER FIRE PROTECTION HEALTH PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: OLIVER FIRE PROTECTION HEALTH PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: OLIVER FIRE PROTECTION HEALTH PLAN 2017 form 5500 responses
2017-04-01Type of plan entitySingle employer plan
2017-04-01Submission has been amendedNo
2017-04-01This submission is the final filingNo
2017-04-01This return/report is a short plan year return/report (less than 12 months)Yes
2017-04-01Plan is a collectively bargained planNo
2017-04-01Plan funding arrangement – InsuranceYes
2017-04-01Plan funding arrangement – TrustYes
2017-04-01Plan benefit arrangement – InsuranceYes
2017-04-01Plan benefit arrangement - TrustYes
2016: OLIVER FIRE PROTECTION HEALTH PLAN 2016 form 5500 responses
2016-04-01Type of plan entitySingle employer plan
2016-04-01First time form 5500 has been submittedYes
2016-04-01Submission has been amendedNo
2016-04-01This submission is the final filingNo
2016-04-01This return/report is a short plan year return/report (less than 12 months)No
2016-04-01Plan is a collectively bargained planNo
2016-04-01Plan funding arrangement – InsuranceYes
2016-04-01Plan funding arrangement – TrustYes
2016-04-01Plan benefit arrangement – InsuranceYes
2016-04-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

UNIMERICA INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 91529 )
Policy contract number203159
Policy instance 1
Insurance contract or identification number203159
Number of Individuals Covered133
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
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 BenefitNo
Vision Insurance Welfare BenefitNo
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 $483,392
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
EVEREST REINSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number30500197
Policy instance 1
Insurance contract or identification number30500197
Number of Individuals Covered109
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
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 BenefitNo
Vision Insurance Welfare BenefitNo
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 $347,502
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
EVEREST REINSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number30500197
Policy instance 1
Insurance contract or identification number30500197
Number of Individuals Covered115
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
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 BenefitNo
Vision Insurance Welfare BenefitNo
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 $327,002
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
EVEREST REINSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract numberVERIS
Policy instance 1
Insurance contract or identification numberVERIS
Number of Individuals Covered111
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
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 BenefitNo
Vision Insurance Welfare BenefitNo
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 $346,348
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
EVEREST REINSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract numberVERIS
Policy instance 1
Insurance contract or identification numberVERIS
Number of Individuals Covered97
Insurance policy start date2017-04-01
Insurance policy end date2017-12-31
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 BenefitNo
Vision Insurance Welfare BenefitNo
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 $187,467
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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