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CUSTOMIZED ENERGY SOLUTIONS HEALTH & WELFARE PLAN 401k Plan overview

Plan NameCUSTOMIZED ENERGY SOLUTIONS HEALTH & WELFARE PLAN
Plan identification number 501

CUSTOMIZED ENERGY SOLUTIONS HEALTH & WELFARE PLAN Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Health (other than dental or vision)
  • Life insurance
  • Dental
  • Vision
  • Temporary disability (accident and sickness)
  • Long-term disability cover
  • Death benefits (include travel accident but not life insurance)

401k Sponsoring company profile

CUSTOMIZED ENERGY SOLUTIONS, LTD has sponsored the creation of one or more 401k plans.

Company Name:CUSTOMIZED ENERGY SOLUTIONS, LTD
Employer identification number (EIN):251811123
NAIC Classification:541990
NAIC Description:All Other Professional, Scientific, and Technical Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CUSTOMIZED ENERGY SOLUTIONS HEALTH & WELFARE PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5012022-01-01SHARON BARRA2023-08-21
5012021-12-15SHARON BARRA2022-07-20
5012020-12-15SHARON BARRA2022-07-20
5012019-12-15SHARON BARRA2021-08-16
5012018-12-15HARVEYETTA STONE2020-06-29
5012017-12-15SHARON BARRA2019-07-10
5012016-12-15HARVEYETTA STONE2020-07-02

Plan Statistics for CUSTOMIZED ENERGY SOLUTIONS HEALTH & WELFARE PLAN

401k plan membership statisitcs for CUSTOMIZED ENERGY SOLUTIONS HEALTH & WELFARE PLAN

Measure Date Value
2022: CUSTOMIZED ENERGY SOLUTIONS HEALTH & WELFARE PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01256
Total number of active participants reported on line 7a of the Form 55002022-01-01276
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-010
Total of all active and inactive participants2022-01-01276
Number of employers contributing to the scheme2022-01-010
2021: CUSTOMIZED ENERGY SOLUTIONS HEALTH & WELFARE PLAN 2021 401k membership
Total participants, beginning-of-year2021-12-15253
Total number of active participants reported on line 7a of the Form 55002021-12-15256
Number of retired or separated participants receiving benefits2021-12-150
Number of other retired or separated participants entitled to future benefits2021-12-150
Total of all active and inactive participants2021-12-15256
Number of employers contributing to the scheme2021-12-150
2020: CUSTOMIZED ENERGY SOLUTIONS HEALTH & WELFARE PLAN 2020 401k membership
Total participants, beginning-of-year2020-12-15245
Total number of active participants reported on line 7a of the Form 55002020-12-15253
Number of retired or separated participants receiving benefits2020-12-150
Number of other retired or separated participants entitled to future benefits2020-12-150
Total of all active and inactive participants2020-12-15253
Number of employers contributing to the scheme2020-12-150
2019: CUSTOMIZED ENERGY SOLUTIONS HEALTH & WELFARE PLAN 2019 401k membership
Total participants, beginning-of-year2019-12-15307
Total number of active participants reported on line 7a of the Form 55002019-12-15245
Number of retired or separated participants receiving benefits2019-12-150
Number of other retired or separated participants entitled to future benefits2019-12-150
Total of all active and inactive participants2019-12-15245
Number of employers contributing to the scheme2019-12-150
2018: CUSTOMIZED ENERGY SOLUTIONS HEALTH & WELFARE PLAN 2018 401k membership
Total participants, beginning-of-year2018-12-15307
Total number of active participants reported on line 7a of the Form 55002018-12-15307
Number of retired or separated participants receiving benefits2018-12-150
Number of other retired or separated participants entitled to future benefits2018-12-150
Total of all active and inactive participants2018-12-15307
Number of employers contributing to the scheme2018-12-150
2017: CUSTOMIZED ENERGY SOLUTIONS HEALTH & WELFARE PLAN 2017 401k membership
Total participants, beginning-of-year2017-12-15279
Total number of active participants reported on line 7a of the Form 55002017-12-15307
Number of retired or separated participants receiving benefits2017-12-150
Number of other retired or separated participants entitled to future benefits2017-12-150
Total of all active and inactive participants2017-12-15307
Number of employers contributing to the scheme2017-12-150
2016: CUSTOMIZED ENERGY SOLUTIONS HEALTH & WELFARE PLAN 2016 401k membership
Total participants, beginning-of-year2016-12-15100
Total number of active participants reported on line 7a of the Form 55002016-12-15279
Number of retired or separated participants receiving benefits2016-12-150
Number of other retired or separated participants entitled to future benefits2016-12-150
Total of all active and inactive participants2016-12-15279
Number of employers contributing to the scheme2016-12-150

Form 5500 Responses for CUSTOMIZED ENERGY SOLUTIONS HEALTH & WELFARE PLAN

2022: CUSTOMIZED ENERGY SOLUTIONS HEALTH & WELFARE PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – General assets of the sponsorYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement – General assets of the sponsorYes
2021: CUSTOMIZED ENERGY SOLUTIONS HEALTH & WELFARE PLAN 2021 form 5500 responses
2021-12-15Type of plan entitySingle employer plan
2021-12-15This return/report is a short plan year return/report (less than 12 months)Yes
2021-12-15Plan funding arrangement – InsuranceYes
2021-12-15Plan funding arrangement – General assets of the sponsorYes
2021-12-15Plan benefit arrangement – InsuranceYes
2021-12-15Plan benefit arrangement – General assets of the sponsorYes
2020: CUSTOMIZED ENERGY SOLUTIONS HEALTH & WELFARE PLAN 2020 form 5500 responses
2020-12-15Type of plan entitySingle employer plan
2020-12-15Plan funding arrangement – InsuranceYes
2020-12-15Plan funding arrangement – General assets of the sponsorYes
2020-12-15Plan benefit arrangement – InsuranceYes
2020-12-15Plan benefit arrangement – General assets of the sponsorYes
2019: CUSTOMIZED ENERGY SOLUTIONS HEALTH & WELFARE PLAN 2019 form 5500 responses
2019-12-15Type of plan entitySingle employer plan
2019-12-15Plan funding arrangement – InsuranceYes
2019-12-15Plan funding arrangement – General assets of the sponsorYes
2019-12-15Plan benefit arrangement – InsuranceYes
2019-12-15Plan benefit arrangement – General assets of the sponsorYes
2018: CUSTOMIZED ENERGY SOLUTIONS HEALTH & WELFARE PLAN 2018 form 5500 responses
2018-12-15Type of plan entitySingle employer plan
2018-12-15Plan funding arrangement – InsuranceYes
2018-12-15Plan funding arrangement – General assets of the sponsorYes
2018-12-15Plan benefit arrangement – InsuranceYes
2018-12-15Plan benefit arrangement – General assets of the sponsorYes
2017: CUSTOMIZED ENERGY SOLUTIONS HEALTH & WELFARE PLAN 2017 form 5500 responses
2017-12-15Type of plan entitySingle employer plan
2017-12-15Plan funding arrangement – InsuranceYes
2017-12-15Plan benefit arrangement – InsuranceYes
2016: CUSTOMIZED ENERGY SOLUTIONS HEALTH & WELFARE PLAN 2016 form 5500 responses
2016-12-15Type of plan entitySingle employer plan
2016-12-15First time form 5500 has been submittedYes
2016-12-15Plan funding arrangement – InsuranceYes
2016-12-15Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract number589243
Policy instance 2
Insurance contract or identification number589243
Number of Individuals Covered329
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $107,449
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract numberTM05966567
Policy instance 1
Insurance contract or identification numberTM05966567
Number of Individuals Covered276
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $15
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH AND DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $144,650
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees15
Additional information about fees paid to insurance brokerNON-MONETARY COMPENSATION
Insurance broker organization code?3
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract number589243
Policy instance 2
Insurance contract or identification number589243
Number of Individuals Covered333
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $99,934
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number5966567
Policy instance 1
Insurance contract or identification number5966567
Number of Individuals Covered256
Insurance policy start date2021-12-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH AND DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $11,465
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number5966567
Policy instance 1
Insurance contract or identification number5966567
Number of Individuals Covered253
Insurance policy start date2020-12-01
Insurance policy end date2021-11-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $100
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH AND DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $133,533
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees100
Additional information about fees paid to insurance brokerNON-MONETARY COMPENSATION
Insurance broker organization code?3
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract number589243
Policy instance 2
Insurance contract or identification number589243
Number of Individuals Covered342
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $96,361
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract number589243
Policy instance 2
Insurance contract or identification number589243
Number of Individuals Covered329
Insurance policy start date2019-12-15
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $54
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $4,165
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees54
Additional information about fees paid to insurance brokerINDIRECT COMPENSATION
Insurance broker organization code?3
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number5966567
Policy instance 1
Insurance contract or identification number5966567
Number of Individuals Covered245
Insurance policy start date2019-12-01
Insurance policy end date2020-11-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $14
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH AND DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $127,558
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees14
Additional information about fees paid to insurance brokerNON-MONETARY COMPENSATION
Insurance broker organization code?3
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract number589243
Policy instance 1
Insurance contract or identification number589243
Number of Individuals Covered307
Insurance policy start date2018-12-15
Insurance policy end date2019-12-14
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Dental Insurance Welfare BenefitYes
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH AND DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $6,992
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract number589243
Policy instance 1
Insurance contract or identification number589243
Number of Individuals Covered307
Insurance policy start date2017-12-15
Insurance policy end date2018-12-14
Total amount of commissions paid to insurance brokerUSD $58,918
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitYes
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH AND DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $1,413,456
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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