401k Plan data: J.K. MECHANICAL INC. EMPLOYEE HEALTH PLAN plan

J.K. MECHANICAL INC. EMPLOYEE HEALTH PLAN 401k Plan overview

Plan Name	J.K. MECHANICAL INC. EMPLOYEE HEALTH PLAN
Plan identification number	501

J.K. MECHANICAL INC. EMPLOYEE HEALTH PLAN Benefits

401k Plan Type	Welfare Benefit
Plan Features/Benefits	Health (other than dental or vision)

401k Sponsoring company profile

J.K. MECHANICAL INC. has sponsored the creation of one or more 401k plans.

Company Name: J.K. MECHANICAL INC.

Employer identification number (EIN): 232583829

NAIC Classification: 238220
NAIC Description: Plumbing, Heating, and Air-Conditioning Contractors

Form 5500 Filing Information

Submission information for form 5500 for 401k plan J.K. MECHANICAL INC. EMPLOYEE HEALTH PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
501 2022-01-01
501 2021-01-01
501 2020-01-01
501 2019-01-01
501 2018-01-01
501 2017-01-01 CHRISTOPHER LEAMAN
501 2016-01-01 CHRISTOPHER LEAMAN
501 2015-01-01 CHRISTOPHER LEAMAN
501 2014-05-01 CHRISTOPHER LEAMAN

Plan Statistics for J.K. MECHANICAL INC. EMPLOYEE HEALTH PLAN

401k plan membership statisitcs for J.K. MECHANICAL INC. EMPLOYEE HEALTH PLAN

Measure Date Value
2022: J.K. MECHANICAL INC. EMPLOYEE HEALTH PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 69
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 84
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 0
Total of all active and inactive participants 2022-01-01 84
2021: J.K. MECHANICAL INC. EMPLOYEE HEALTH PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 75
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 69
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 0
Total of all active and inactive participants 2021-01-01 69
2020: J.K. MECHANICAL INC. EMPLOYEE HEALTH PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 96
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 75
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 0
Total of all active and inactive participants 2020-01-01 75
2019: J.K. MECHANICAL INC. EMPLOYEE HEALTH PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 96
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 96
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 0
Total of all active and inactive participants 2019-01-01 96
2018: J.K. MECHANICAL INC. EMPLOYEE HEALTH PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 76
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 83
Number of retired or separated participants receiving benefits 2018-01-01 1
Number of other retired or separated participants entitled to future benefits 2018-01-01 0
Total of all active and inactive participants 2018-01-01 84
2017: J.K. MECHANICAL INC. EMPLOYEE HEALTH PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 66
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 76
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 0
Total of all active and inactive participants 2017-01-01 76
2016: J.K. MECHANICAL INC. EMPLOYEE HEALTH PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 65
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 66
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 0
Total of all active and inactive participants 2016-01-01 66
2015: J.K. MECHANICAL INC. EMPLOYEE HEALTH PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 60
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 65
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 0
Total of all active and inactive participants 2015-01-01 65
2014: J.K. MECHANICAL INC. EMPLOYEE HEALTH PLAN 2014 401k membership
Total participants, beginning-of-year 2014-05-01 57
Total number of active participants reported on line 7a of the Form 5500 2014-05-01 60
Number of retired or separated participants receiving benefits 2014-05-01 0
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 60

Measure	Date	Value
2022: J.K. MECHANICAL INC. EMPLOYEE HEALTH PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	69
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	84
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	0
Total of all active and inactive participants	2022-01-01	84
2021: J.K. MECHANICAL INC. EMPLOYEE HEALTH PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	75
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	69
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	0
Total of all active and inactive participants	2021-01-01	69
2020: J.K. MECHANICAL INC. EMPLOYEE HEALTH PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	96
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	75
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	0
Total of all active and inactive participants	2020-01-01	75
2019: J.K. MECHANICAL INC. EMPLOYEE HEALTH PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	96
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	96
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	0
Total of all active and inactive participants	2019-01-01	96
2018: J.K. MECHANICAL INC. EMPLOYEE HEALTH PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	76
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	83
Number of retired or separated participants receiving benefits	2018-01-01	1
Number of other retired or separated participants entitled to future benefits	2018-01-01	0
Total of all active and inactive participants	2018-01-01	84
2017: J.K. MECHANICAL INC. EMPLOYEE HEALTH PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	66
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	76
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	0
Total of all active and inactive participants	2017-01-01	76
2016: J.K. MECHANICAL INC. EMPLOYEE HEALTH PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	65
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	66
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	0
Total of all active and inactive participants	2016-01-01	66
2015: J.K. MECHANICAL INC. EMPLOYEE HEALTH PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	60
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	65
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	0
Total of all active and inactive participants	2015-01-01	65
2014: J.K. MECHANICAL INC. EMPLOYEE HEALTH PLAN 2014 401k membership
Total participants, beginning-of-year	2014-05-01	57
Total number of active participants reported on line 7a of the Form 5500	2014-05-01	60
Number of retired or separated participants receiving benefits	2014-05-01	0
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	60

Financial Data on J.K. MECHANICAL INC. EMPLOYEE HEALTH PLAN

Measure	Date	Value
2022 : J.K. MECHANICAL INC. EMPLOYEE HEALTH PLAN 2022 401k financial data
Total plan liabilities at end of year	2022-12-31	$187,808
Total plan liabilities at beginning of year	2022-12-31	$74,508
Total income from all sources	2022-12-31	$935,566
Expenses. Total of all expenses incurred	2022-12-31	$1,058,559
Benefits paid (including direct rollovers)	2022-12-31	$579,588
Total plan assets at end of year	2022-12-31	$64,463
Total plan assets at beginning of year	2022-12-31	$74,156
Value of fidelity bond covering the plan	2022-12-31	$400,000
Total contributions received or receivable from participants	2022-12-31	$166,810
Expenses. Other expenses not covered elsewhere	2022-12-31	$392,217
Contributions received from other sources (not participants or employers)	2022-12-31	$0
Other income received	2022-12-31	$222
Net income (gross income less expenses)	2022-12-31	$-122,993
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$-123,345
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$-352
Total contributions received or receivable from employer(s)	2022-12-31	$768,534
Value of corrective distributions	2022-12-31	$80,000
Expenses. Administrative service providers (salaries,fees and commissions)	2022-12-31	$6,754
2021 : J.K. MECHANICAL INC. EMPLOYEE HEALTH PLAN 2021 401k financial data
Total plan liabilities at end of year	2021-12-31	$74,508
Total plan liabilities at beginning of year	2021-12-31	$169,635
Total income from all sources	2021-12-31	$720,752
Expenses. Total of all expenses incurred	2021-12-31	$588,250
Benefits paid (including direct rollovers)	2021-12-31	$258,039
Total plan assets at end of year	2021-12-31	$74,156
Total plan assets at beginning of year	2021-12-31	$36,781
Value of fidelity bond covering the plan	2021-12-31	$400,000
Total contributions received or receivable from participants	2021-12-31	$148,841
Expenses. Other expenses not covered elsewhere	2021-12-31	$306,118
Other income received	2021-12-31	$130
Net income (gross income less expenses)	2021-12-31	$132,502
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$-352
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$-132,854
Total contributions received or receivable from employer(s)	2021-12-31	$571,781
Expenses. Administrative service providers (salaries,fees and commissions)	2021-12-31	$24,093
2020 : J.K. MECHANICAL INC. EMPLOYEE HEALTH PLAN 2020 401k financial data
Total plan liabilities at end of year	2020-12-31	$169,635
Total plan liabilities at beginning of year	2020-12-31	$50,703
Total income from all sources	2020-12-31	$826,267
Expenses. Total of all expenses incurred	2020-12-31	$1,029,903
Benefits paid (including direct rollovers)	2020-12-31	$589,731
Total plan assets at end of year	2020-12-31	$36,781
Total plan assets at beginning of year	2020-12-31	$121,485
Value of fidelity bond covering the plan	2020-12-31	$300,000
Total contributions received or receivable from participants	2020-12-31	$147,041
Expenses. Other expenses not covered elsewhere	2020-12-31	$336,534
Contributions received from other sources (not participants or employers)	2020-12-31	$5,326
Other income received	2020-12-31	$218
Net income (gross income less expenses)	2020-12-31	$-203,636
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$-132,854
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$70,782
Total contributions received or receivable from employer(s)	2020-12-31	$673,682
Value of corrective distributions	2020-12-31	$80,527
Expenses. Administrative service providers (salaries,fees and commissions)	2020-12-31	$23,111
2019 : J.K. MECHANICAL INC. EMPLOYEE HEALTH PLAN 2019 401k financial data
Total plan liabilities at end of year	2019-12-31	$50,703
Total plan liabilities at beginning of year	2019-12-31	$64,192
Total income from all sources	2019-12-31	$891,578
Expenses. Total of all expenses incurred	2019-12-31	$1,025,816
Benefits paid (including direct rollovers)	2019-12-31	$439,466
Total plan assets at end of year	2019-12-31	$121,485
Total plan assets at beginning of year	2019-12-31	$269,212
Value of fidelity bond covering the plan	2019-12-31	$350,000
Total contributions received or receivable from participants	2019-12-31	$167,274
Expenses. Other expenses not covered elsewhere	2019-12-31	$335,520
Contributions received from other sources (not participants or employers)	2019-12-31	$832
Other income received	2019-12-31	$516
Net income (gross income less expenses)	2019-12-31	$-134,238
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$70,782
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$205,020
Total contributions received or receivable from employer(s)	2019-12-31	$722,956
Value of corrective distributions	2019-12-31	$224,219
Expenses. Administrative service providers (salaries,fees and commissions)	2019-12-31	$26,611
2018 : J.K. MECHANICAL INC. EMPLOYEE HEALTH PLAN 2018 401k financial data
Total plan liabilities at end of year	2018-12-31	$64,192
Total plan liabilities at beginning of year	2018-12-31	$32,768
Total income from all sources	2018-12-31	$780,734
Expenses. Total of all expenses incurred	2018-12-31	$818,754
Benefits paid (including direct rollovers)	2018-12-31	$266,443
Total plan assets at end of year	2018-12-31	$269,212
Total plan assets at beginning of year	2018-12-31	$275,808
Value of fidelity bond covering the plan	2018-12-31	$350,000
Total contributions received or receivable from participants	2018-12-31	$139,705
Expenses. Other expenses not covered elsewhere	2018-12-31	$276,966
Contributions received from other sources (not participants or employers)	2018-12-31	$0
Other income received	2018-12-31	$807
Net income (gross income less expenses)	2018-12-31	$-38,020
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$205,020
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$243,040
Total contributions received or receivable from employer(s)	2018-12-31	$640,222
Value of corrective distributions	2018-12-31	$245,426
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$29,919
2017 : J.K. MECHANICAL INC. EMPLOYEE HEALTH PLAN 2017 401k financial data
Total plan liabilities at end of year	2017-12-31	$32,768
Total plan liabilities at beginning of year	2017-12-31	$35,725
Total income from all sources	2017-12-31	$782,294
Expenses. Total of all expenses incurred	2017-12-31	$603,919
Benefits paid (including direct rollovers)	2017-12-31	$250,541
Total plan assets at end of year	2017-12-31	$275,808
Total plan assets at beginning of year	2017-12-31	$100,390
Value of fidelity bond covering the plan	2017-12-31	$350,000
Total contributions received or receivable from participants	2017-12-31	$147,120
Expenses. Other expenses not covered elsewhere	2017-12-31	$242,179
Other income received	2017-12-31	$403
Net income (gross income less expenses)	2017-12-31	$178,375
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$243,040
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$64,665
Total contributions received or receivable from employer(s)	2017-12-31	$634,771
Value of corrective distributions	2017-12-31	$74,054
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$37,145
2016 : J.K. MECHANICAL INC. EMPLOYEE HEALTH PLAN 2016 401k financial data
Total plan liabilities at end of year	2016-12-31	$35,725
Total plan liabilities at beginning of year	2016-12-31	$26,736
Total income from all sources	2016-12-31	$597,266
Expenses. Total of all expenses incurred	2016-12-31	$632,570
Benefits paid (including direct rollovers)	2016-12-31	$339,304
Total plan assets at end of year	2016-12-31	$100,390
Total plan assets at beginning of year	2016-12-31	$126,705
Value of fidelity bond covering the plan	2016-12-31	$350,000
Total contributions received or receivable from participants	2016-12-31	$136,945
Expenses. Other expenses not covered elsewhere	2016-12-31	$175,793
Contributions received from other sources (not participants or employers)	2016-12-31	$0
Other income received	2016-12-31	$190
Net income (gross income less expenses)	2016-12-31	$-35,304
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$64,665
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$99,969
Total contributions received or receivable from employer(s)	2016-12-31	$460,131
Value of corrective distributions	2016-12-31	$83,703
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$33,770
2015 : J.K. MECHANICAL INC. EMPLOYEE HEALTH PLAN 2015 401k financial data
Total plan liabilities at end of year	2015-12-31	$26,736
Total plan liabilities at beginning of year	2015-12-31	$25,042
Total income from all sources	2015-12-31	$683,984
Expenses. Total of all expenses incurred	2015-12-31	$749,019
Benefits paid (including direct rollovers)	2015-12-31	$377,904
Total plan assets at end of year	2015-12-31	$126,705
Total plan assets at beginning of year	2015-12-31	$190,046
Value of fidelity bond covering the plan	2015-12-31	$350,000
Total contributions received or receivable from participants	2015-12-31	$128,913
Expenses. Other expenses not covered elsewhere	2015-12-31	$195,316
Other income received	2015-12-31	$490
Net income (gross income less expenses)	2015-12-31	$-65,035
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$99,969
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$165,004
Total contributions received or receivable from employer(s)	2015-12-31	$554,581
Value of corrective distributions	2015-12-31	$142,129
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$33,670
2014 : J.K. MECHANICAL INC. EMPLOYEE HEALTH PLAN 2014 401k financial data
Total plan liabilities at end of year	2014-12-31	$25,042
Total plan liabilities at beginning of year	2014-12-31	$0
Total income from all sources	2014-12-31	$298,846
Expenses. Total of all expenses incurred	2014-12-31	$133,842
Benefits paid (including direct rollovers)	2014-12-31	$108,800
Total plan assets at end of year	2014-12-31	$190,046
Total plan assets at beginning of year	2014-12-31	$0
Value of fidelity bond covering the plan	2014-12-31	$42,455
Total contributions received or receivable from participants	2014-12-31	$56,747
Expenses. Other expenses not covered elsewhere	2014-12-31	$25,042
Other income received	2014-12-31	$176
Net income (gross income less expenses)	2014-12-31	$165,004
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$165,004
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$0
Total contributions received or receivable from employer(s)	2014-12-31	$241,923

Form 5500 Responses for J.K. MECHANICAL INC. EMPLOYEE HEALTH PLAN

2022: J.K. MECHANICAL INC. EMPLOYEE HEALTH PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Insurance	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement – Insurance	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: J.K. MECHANICAL INC. EMPLOYEE HEALTH PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Insurance	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement – Insurance	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: J.K. MECHANICAL INC. EMPLOYEE HEALTH PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: J.K. MECHANICAL INC. EMPLOYEE HEALTH PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: J.K. MECHANICAL INC. EMPLOYEE HEALTH PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Insurance	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: J.K. MECHANICAL INC. EMPLOYEE HEALTH PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: J.K. MECHANICAL INC. EMPLOYEE HEALTH PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: J.K. MECHANICAL INC. EMPLOYEE HEALTH PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: J.K. MECHANICAL INC. EMPLOYEE HEALTH PLAN 2014 form 5500 responses
2014-05-01	Type of plan entity	Single employer plan
2014-05-01	First time form 5500 has been submitted	Yes
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)	Yes
2014-05-01	Plan is a collectively bargained plan	No
2014-05-01	Plan funding arrangement – Trust	Yes
2014-05-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

HM LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 93440 )

Policy contract number

407357

Policy instance

Insurance contract or identification number	407357
Number of Individuals Covered	69
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
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 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	No
Vision Insurance Welfare Benefit	No
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 $338,325
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

HM LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 93440 )

Policy contract number

407357

Policy instance

Insurance contract or identification number	407357
Number of Individuals Covered	69
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
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 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	No
Vision Insurance Welfare Benefit	No
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 $282,991
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

HM LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 93440 )

Policy contract number

407357

Policy instance

Insurance contract or identification number	407357
Number of Individuals Covered	75
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
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 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	No
Vision Insurance Welfare Benefit	No
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 $261,804
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 number

VERIS

Policy instance

Insurance contract or identification number	VERIS
Number of Individuals Covered	86
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
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 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	No
Vision Insurance Welfare Benefit	No
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 $277,775
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 number

VERIS

Policy instance

Insurance contract or identification number	VERIS
Number of Individuals Covered	76
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
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 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	No
Vision Insurance Welfare Benefit	No
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 $199,110
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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Company Name:	J.K. MECHANICAL INC.
Employer identification number (EIN):	232583829
NAIC Classification:	238220
NAIC Description:	Plumbing, Heating, and Air-Conditioning Contractors