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CUSTOM WOOD PRODUCTS, INC. WELFARE PLAN TRUST 401k Plan overview

Plan NameCUSTOM WOOD PRODUCTS, INC. WELFARE PLAN TRUST
Plan identification number 502

CUSTOM WOOD PRODUCTS, INC. WELFARE PLAN TRUST Benefits

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

401k Sponsoring company profile

CUSTOM WOOD PRODUCTS,INC. has sponsored the creation of one or more 401k plans.

Company Name:CUSTOM WOOD PRODUCTS,INC.
Employer identification number (EIN):266607955
NAIC Classification:321900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CUSTOM WOOD PRODUCTS, INC. WELFARE PLAN TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5022022-04-01TONYA WILKERSON2023-02-13
5022021-04-01TONYA WILKERSON2022-11-01
5022020-04-01TONYA WILKERSON2022-01-17
5022019-04-01TONYA WILKERSON2020-11-08
5022018-04-01
5022017-04-01TONYA WILKERSON
5022016-04-01TONYA WILKERSON2017-10-30
5022015-04-01TONYA WILKERSON
5022014-04-01KEVIN GRAY
5022013-04-01KEVIN GRAY
5022012-04-01KEVIN GRAY
5022011-04-01KEVIN GRAY
5022010-04-01KEVIN GRAY
5022009-04-01KEVIN GRAY
5022009-04-01KEVIN GRAY

Plan Statistics for CUSTOM WOOD PRODUCTS, INC. WELFARE PLAN TRUST

401k plan membership statisitcs for CUSTOM WOOD PRODUCTS, INC. WELFARE PLAN TRUST

Measure Date Value
2018: CUSTOM WOOD PRODUCTS, INC. WELFARE PLAN TRUST 2018 401k membership
Total participants, beginning-of-year2018-04-01104
Total number of active participants reported on line 7a of the Form 55002018-04-0195
Total of all active and inactive participants2018-04-0195
2017: CUSTOM WOOD PRODUCTS, INC. WELFARE PLAN TRUST 2017 401k membership
Total participants, beginning-of-year2017-04-01102
Total number of active participants reported on line 7a of the Form 55002017-04-01104
Total of all active and inactive participants2017-04-01104
2015: CUSTOM WOOD PRODUCTS, INC. WELFARE PLAN TRUST 2015 401k membership
Total participants, beginning-of-year2015-04-01101
Total number of active participants reported on line 7a of the Form 55002015-04-0195
Total of all active and inactive participants2015-04-0195
2014: CUSTOM WOOD PRODUCTS, INC. WELFARE PLAN TRUST 2014 401k membership
Total participants, beginning-of-year2014-04-0198
Total number of active participants reported on line 7a of the Form 55002014-04-01100
Number of retired or separated participants receiving benefits2014-04-011
Number of other retired or separated participants entitled to future benefits2014-04-010
Total of all active and inactive participants2014-04-01101
2013: CUSTOM WOOD PRODUCTS, INC. WELFARE PLAN TRUST 2013 401k membership
Total participants, beginning-of-year2013-04-01102
Total number of active participants reported on line 7a of the Form 55002013-04-0198
Number of retired or separated participants receiving benefits2013-04-010
Number of other retired or separated participants entitled to future benefits2013-04-010
Total of all active and inactive participants2013-04-0198
2012: CUSTOM WOOD PRODUCTS, INC. WELFARE PLAN TRUST 2012 401k membership
Total participants, beginning-of-year2012-04-01104
Total number of active participants reported on line 7a of the Form 55002012-04-01101
Number of retired or separated participants receiving benefits2012-04-011
Number of other retired or separated participants entitled to future benefits2012-04-010
Total of all active and inactive participants2012-04-01102
2011: CUSTOM WOOD PRODUCTS, INC. WELFARE PLAN TRUST 2011 401k membership
Total participants, beginning-of-year2011-04-01110
Total number of active participants reported on line 7a of the Form 55002011-04-01104
Number of retired or separated participants receiving benefits2011-04-010
Number of other retired or separated participants entitled to future benefits2011-04-010
Total of all active and inactive participants2011-04-01104
2010: CUSTOM WOOD PRODUCTS, INC. WELFARE PLAN TRUST 2010 401k membership
Total participants, beginning-of-year2010-04-01147
Total number of active participants reported on line 7a of the Form 55002010-04-01109
Number of retired or separated participants receiving benefits2010-04-011
Number of other retired or separated participants entitled to future benefits2010-04-010
Total of all active and inactive participants2010-04-01110
2009: CUSTOM WOOD PRODUCTS, INC. WELFARE PLAN TRUST 2009 401k membership
Total participants, beginning-of-year2009-04-01141
Total number of active participants reported on line 7a of the Form 55002009-04-01138
Number of retired or separated participants receiving benefits2009-04-019
Number of other retired or separated participants entitled to future benefits2009-04-010
Total of all active and inactive participants2009-04-01147

Financial Data on CUSTOM WOOD PRODUCTS, INC. WELFARE PLAN TRUST

Measure Date Value
2019 : CUSTOM WOOD PRODUCTS, INC. WELFARE PLAN TRUST 2019 401k financial data
Total income from all sources2019-03-31$1,564,589
Expenses. Total of all expenses incurred2019-03-31$1,576,873
Benefits paid (including direct rollovers)2019-03-31$1,528,971
Total plan assets at end of year2019-03-31$2,050
Total plan assets at beginning of year2019-03-31$14,334
Value of fidelity bond covering the plan2019-03-31$75,000
Total contributions received or receivable from participants2019-03-31$642,898
Net income (gross income less expenses)2019-03-31$-12,284
Net plan assets at end of year (total assets less liabilities)2019-03-31$2,050
Net plan assets at beginning of year (total assets less liabilities)2019-03-31$14,334
Total contributions received or receivable from employer(s)2019-03-31$921,691
Expenses. Administrative service providers (salaries,fees and commissions)2019-03-31$47,902
2018 : CUSTOM WOOD PRODUCTS, INC. WELFARE PLAN TRUST 2018 401k financial data
Total income from all sources2018-03-31$1,568,871
Expenses. Total of all expenses incurred2018-03-31$1,670,664
Benefits paid (including direct rollovers)2018-03-31$1,624,837
Total plan assets at end of year2018-03-31$14,334
Total plan assets at beginning of year2018-03-31$116,127
Value of fidelity bond covering the plan2018-03-31$75,000
Total contributions received or receivable from participants2018-03-31$657,706
Net income (gross income less expenses)2018-03-31$-101,793
Net plan assets at end of year (total assets less liabilities)2018-03-31$14,334
Net plan assets at beginning of year (total assets less liabilities)2018-03-31$116,127
Total contributions received or receivable from employer(s)2018-03-31$911,165
Expenses. Administrative service providers (salaries,fees and commissions)2018-03-31$45,827
2016 : CUSTOM WOOD PRODUCTS, INC. WELFARE PLAN TRUST 2016 401k financial data
Total plan liabilities at end of year2016-03-31$0
Total plan liabilities at beginning of year2016-03-31$13,247
Total income from all sources2016-03-31$1,084,505
Expenses. Total of all expenses incurred2016-03-31$1,127,687
Benefits paid (including direct rollovers)2016-03-31$1,040,575
Total plan assets at end of year2016-03-31$148,316
Total plan assets at beginning of year2016-03-31$204,745
Value of fidelity bond covering the plan2016-03-31$75,000
Total contributions received or receivable from participants2016-03-31$598,280
Other income received2016-03-31$131
Net income (gross income less expenses)2016-03-31$-43,182
Net plan assets at end of year (total assets less liabilities)2016-03-31$148,316
Net plan assets at beginning of year (total assets less liabilities)2016-03-31$191,498
Total contributions received or receivable from employer(s)2016-03-31$486,094
Expenses. Administrative service providers (salaries,fees and commissions)2016-03-31$87,112
2015 : CUSTOM WOOD PRODUCTS, INC. WELFARE PLAN TRUST 2015 401k financial data
Total plan liabilities at end of year2015-03-31$13,247
Total plan liabilities at beginning of year2015-03-31$21,816
Total income from all sources2015-03-31$1,057,310
Expenses. Total of all expenses incurred2015-03-31$1,062,042
Benefits paid (including direct rollovers)2015-03-31$987,829
Total plan assets at end of year2015-03-31$204,745
Total plan assets at beginning of year2015-03-31$218,046
Value of fidelity bond covering the plan2015-03-31$75,000
Total contributions received or receivable from participants2015-03-31$558,448
Expenses. Other expenses not covered elsewhere2015-03-31$15,624
Other income received2015-03-31$326
Net income (gross income less expenses)2015-03-31$-4,732
Net plan assets at end of year (total assets less liabilities)2015-03-31$191,498
Net plan assets at beginning of year (total assets less liabilities)2015-03-31$196,230
Total contributions received or receivable from employer(s)2015-03-31$498,536
Expenses. Administrative service providers (salaries,fees and commissions)2015-03-31$58,589
2014 : CUSTOM WOOD PRODUCTS, INC. WELFARE PLAN TRUST 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-03-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-03-31$21,816
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-03-31$40,094
Total income from all sources (including contributions)2014-03-31$936,818
Total loss/gain on sale of assets2014-03-31$0
Total of all expenses incurred2014-03-31$774,041
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-03-31$726,417
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-03-31$936,578
Value of total assets at end of year2014-03-31$218,046
Value of total assets at beginning of year2014-03-31$73,547
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-03-31$47,624
Total interest from all sources2014-03-31$240
Total dividends received (eg from common stock, registered investment company shares)2014-03-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-03-31No
Administrative expenses professional fees incurred2014-03-31$47,624
Was this plan covered by a fidelity bond2014-03-31Yes
Value of fidelity bond cover2014-03-31$75,000
If this is an individual account plan, was there a blackout period2014-03-31No
Were there any nonexempt tranactions with any party-in-interest2014-03-31No
Contributions received from participants2014-03-31$544,886
Income. Received or receivable in cash from other sources (including rollovers)2014-03-31$0
Total non interest bearing cash at end of year2014-03-31$1,000
Total non interest bearing cash at beginning of year2014-03-31$1,000
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-03-31No
Value of net income/loss2014-03-31$162,777
Value of net assets at end of year (total assets less liabilities)2014-03-31$196,230
Value of net assets at beginning of year (total assets less liabilities)2014-03-31$33,453
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-03-31No
Were any leases to which the plan was party in default or uncollectible2014-03-31No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-03-31$217,046
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-03-31$72,547
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-03-31$72,547
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-03-31$240
Expenses. Payments to insurance carriers foe the provision of benefits2014-03-31$141,684
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-03-31No
Was there a failure to transmit to the plan any participant contributions2014-03-31No
Has the plan failed to provide any benefit when due under the plan2014-03-31No
Contributions received in cash from employer2014-03-31$391,692
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-03-31$584,733
Liabilities. Value of benefit claims payable at end of year2014-03-31$21,816
Liabilities. Value of benefit claims payable at beginning of year2014-03-31$40,094
Did the plan have assets held for investment2014-03-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-03-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-03-31No
Opinion of an independent qualified public accountant for this plan2014-03-31Unqualified
Accountancy firm name2014-03-31VARNEY & ASSOCIATES CPA LLC
Accountancy firm EIN2014-03-31300038643
2013 : CUSTOM WOOD PRODUCTS, INC. WELFARE PLAN TRUST 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-03-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-03-31$40,094
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-03-31$2,306
Total income from all sources (including contributions)2013-03-31$959,576
Total loss/gain on sale of assets2013-03-31$0
Total of all expenses incurred2013-03-31$966,945
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-03-31$913,340
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-03-31$959,540
Value of total assets at end of year2013-03-31$73,547
Value of total assets at beginning of year2013-03-31$43,128
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-03-31$53,605
Total interest from all sources2013-03-31$36
Total dividends received (eg from common stock, registered investment company shares)2013-03-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-03-31No
Administrative expenses professional fees incurred2013-03-31$53,605
Was this plan covered by a fidelity bond2013-03-31Yes
Value of fidelity bond cover2013-03-31$75,000
If this is an individual account plan, was there a blackout period2013-03-31No
Were there any nonexempt tranactions with any party-in-interest2013-03-31No
Contributions received from participants2013-03-31$515,497
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2013-03-31$0
Total non interest bearing cash at end of year2013-03-31$1,000
Total non interest bearing cash at beginning of year2013-03-31$1,000
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-03-31No
Value of net income/loss2013-03-31$-7,369
Value of net assets at end of year (total assets less liabilities)2013-03-31$33,453
Value of net assets at beginning of year (total assets less liabilities)2013-03-31$40,822
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-03-31No
Were any leases to which the plan was party in default or uncollectible2013-03-31No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-03-31$72,547
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-03-31$42,128
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-03-31$42,128
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-03-31$36
Expenses. Payments to insurance carriers foe the provision of benefits2013-03-31$154,008
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-03-31No
Was there a failure to transmit to the plan any participant contributions2013-03-31No
Has the plan failed to provide any benefit when due under the plan2013-03-31No
Contributions received in cash from employer2013-03-31$444,043
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-03-31$759,332
Liabilities. Value of benefit claims payable at end of year2013-03-31$40,094
Liabilities. Value of benefit claims payable at beginning of year2013-03-31$2,306
Did the plan have assets held for investment2013-03-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-03-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-03-31No
Opinion of an independent qualified public accountant for this plan2013-03-31Unqualified
Accountancy firm name2013-03-31VARNEY & ASSOCIATES CPA LLC
Accountancy firm EIN2013-03-31300038643
2012 : CUSTOM WOOD PRODUCTS, INC. WELFARE PLAN TRUST 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-03-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-03-31$2,306
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-03-31$21,484
Total income from all sources (including contributions)2012-03-31$951,065
Total loss/gain on sale of assets2012-03-31$0
Total of all expenses incurred2012-03-31$1,015,969
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-03-31$956,047
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-03-31$950,897
Value of total assets at end of year2012-03-31$43,128
Value of total assets at beginning of year2012-03-31$127,210
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-03-31$59,922
Total interest from all sources2012-03-31$168
Total dividends received (eg from common stock, registered investment company shares)2012-03-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-03-31No
Administrative expenses professional fees incurred2012-03-31$59,922
Was this plan covered by a fidelity bond2012-03-31Yes
Value of fidelity bond cover2012-03-31$75,000
If this is an individual account plan, was there a blackout period2012-03-31No
Were there any nonexempt tranactions with any party-in-interest2012-03-31No
Contributions received from participants2012-03-31$481,427
Income. Received or receivable in cash from other sources (including rollovers)2012-03-31$908
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2012-03-31$0
Total non interest bearing cash at end of year2012-03-31$1,000
Total non interest bearing cash at beginning of year2012-03-31$1,000
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-03-31No
Value of net income/loss2012-03-31$-64,904
Value of net assets at end of year (total assets less liabilities)2012-03-31$40,822
Value of net assets at beginning of year (total assets less liabilities)2012-03-31$105,726
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-03-31No
Were any leases to which the plan was party in default or uncollectible2012-03-31No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-03-31$42,128
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-03-31$126,210
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-03-31$126,210
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-03-31$168
Expenses. Payments to insurance carriers foe the provision of benefits2012-03-31$133,559
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-03-31No
Was there a failure to transmit to the plan any participant contributions2012-03-31No
Has the plan failed to provide any benefit when due under the plan2012-03-31No
Contributions received in cash from employer2012-03-31$468,562
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-03-31$822,488
Liabilities. Value of benefit claims payable at end of year2012-03-31$2,306
Liabilities. Value of benefit claims payable at beginning of year2012-03-31$21,484
Did the plan have assets held for investment2012-03-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-03-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-03-31No
Opinion of an independent qualified public accountant for this plan2012-03-31Unqualified
Accountancy firm name2012-03-31VARNEY & ASSOCIATES CPA LLC
Accountancy firm EIN2012-03-31300038643
2011 : CUSTOM WOOD PRODUCTS, INC. WELFARE PLAN TRUST 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-03-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-03-31$21,484
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-03-31$2,181
Total income from all sources (including contributions)2011-03-31$819,847
Total loss/gain on sale of assets2011-03-31$0
Total of all expenses incurred2011-03-31$785,517
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-03-31$736,139
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-03-31$819,606
Value of total assets at end of year2011-03-31$127,210
Value of total assets at beginning of year2011-03-31$73,577
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-03-31$49,378
Total interest from all sources2011-03-31$241
Total dividends received (eg from common stock, registered investment company shares)2011-03-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-03-31No
Administrative expenses professional fees incurred2011-03-31$49,378
Was this plan covered by a fidelity bond2011-03-31Yes
Value of fidelity bond cover2011-03-31$75,000
If this is an individual account plan, was there a blackout period2011-03-31No
Were there any nonexempt tranactions with any party-in-interest2011-03-31No
Contributions received from participants2011-03-31$441,447
Income. Received or receivable in cash from other sources (including rollovers)2011-03-31$9,158
Total non interest bearing cash at end of year2011-03-31$1,000
Total non interest bearing cash at beginning of year2011-03-31$1,000
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-03-31No
Value of net income/loss2011-03-31$34,330
Value of net assets at end of year (total assets less liabilities)2011-03-31$105,726
Value of net assets at beginning of year (total assets less liabilities)2011-03-31$71,396
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-03-31No
Were any leases to which the plan was party in default or uncollectible2011-03-31No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-03-31$126,210
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-03-31$72,577
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-03-31$72,577
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-03-31$241
Expenses. Payments to insurance carriers foe the provision of benefits2011-03-31$132,727
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-03-31No
Was there a failure to transmit to the plan any participant contributions2011-03-31No
Has the plan failed to provide any benefit when due under the plan2011-03-31No
Contributions received in cash from employer2011-03-31$369,001
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-03-31$603,412
Liabilities. Value of benefit claims payable at end of year2011-03-31$21,484
Liabilities. Value of benefit claims payable at beginning of year2011-03-31$2,181
Did the plan have assets held for investment2011-03-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-03-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-03-31No
Opinion of an independent qualified public accountant for this plan2011-03-31Unqualified
Accountancy firm name2011-03-31VARNEY & ASSOCIATES CPA LLC
Accountancy firm EIN2011-03-31300038643

Form 5500 Responses for CUSTOM WOOD PRODUCTS, INC. WELFARE PLAN TRUST

2018: CUSTOM WOOD PRODUCTS, INC. WELFARE PLAN TRUST 2018 form 5500 responses
2018-04-01Type of plan entitySingle employer plan
2018-04-01Plan funding arrangement – InsuranceYes
2018-04-01Plan funding arrangement – TrustYes
2018-04-01Plan benefit arrangement – InsuranceYes
2018-04-01Plan benefit arrangement - TrustYes
2017: CUSTOM WOOD PRODUCTS, INC. WELFARE PLAN TRUST 2017 form 5500 responses
2017-04-01Type of plan entitySingle employer plan
2017-04-01Plan funding arrangement – InsuranceYes
2017-04-01Plan funding arrangement – TrustYes
2017-04-01Plan benefit arrangement – InsuranceYes
2017-04-01Plan benefit arrangement - TrustYes
2015: CUSTOM WOOD PRODUCTS, INC. WELFARE PLAN TRUST 2015 form 5500 responses
2015-04-01Type of plan entitySingle employer plan
2015-04-01Plan funding arrangement – InsuranceYes
2015-04-01Plan funding arrangement – TrustYes
2015-04-01Plan benefit arrangement – InsuranceYes
2015-04-01Plan benefit arrangement - TrustYes
2014: CUSTOM WOOD PRODUCTS, INC. WELFARE PLAN TRUST 2014 form 5500 responses
2014-04-01Type of plan entitySingle employer plan
2014-04-01Submission has been amendedNo
2014-04-01This submission is the final filingNo
2014-04-01This return/report is a short plan year return/report (less than 12 months)No
2014-04-01Plan is a collectively bargained planNo
2014-04-01Plan funding arrangement – InsuranceYes
2014-04-01Plan funding arrangement – TrustYes
2014-04-01Plan benefit arrangement – InsuranceYes
2014-04-01Plan benefit arrangement - TrustYes
2013: CUSTOM WOOD PRODUCTS, INC. WELFARE PLAN TRUST 2013 form 5500 responses
2013-04-01Type of plan entitySingle employer plan
2013-04-01Submission has been amendedNo
2013-04-01This submission is the final filingNo
2013-04-01This return/report is a short plan year return/report (less than 12 months)No
2013-04-01Plan is a collectively bargained planNo
2013-04-01Plan funding arrangement – InsuranceYes
2013-04-01Plan funding arrangement – TrustYes
2013-04-01Plan benefit arrangement – InsuranceYes
2013-04-01Plan benefit arrangement - TrustYes
2012: CUSTOM WOOD PRODUCTS, INC. WELFARE PLAN TRUST 2012 form 5500 responses
2012-04-01Type of plan entitySingle employer plan
2012-04-01Submission has been amendedNo
2012-04-01This submission is the final filingNo
2012-04-01This return/report is a short plan year return/report (less than 12 months)No
2012-04-01Plan is a collectively bargained planNo
2012-04-01Plan funding arrangement – InsuranceYes
2012-04-01Plan funding arrangement – TrustYes
2012-04-01Plan benefit arrangement – InsuranceYes
2012-04-01Plan benefit arrangement - TrustYes
2011: CUSTOM WOOD PRODUCTS, INC. WELFARE PLAN TRUST 2011 form 5500 responses
2011-04-01Type of plan entitySingle employer plan
2011-04-01Submission has been amendedNo
2011-04-01This submission is the final filingNo
2011-04-01This return/report is a short plan year return/report (less than 12 months)No
2011-04-01Plan is a collectively bargained planNo
2011-04-01Plan funding arrangement – InsuranceYes
2011-04-01Plan funding arrangement – TrustYes
2011-04-01Plan benefit arrangement – InsuranceYes
2011-04-01Plan benefit arrangement - TrustYes
2010: CUSTOM WOOD PRODUCTS, INC. WELFARE PLAN TRUST 2010 form 5500 responses
2010-04-01Type of plan entitySingle employer plan
2010-04-01Submission has been amendedYes
2010-04-01This submission is the final filingNo
2010-04-01This return/report is a short plan year return/report (less than 12 months)No
2010-04-01Plan is a collectively bargained planNo
2010-04-01Plan funding arrangement – InsuranceYes
2010-04-01Plan funding arrangement – TrustYes
2010-04-01Plan benefit arrangement – InsuranceYes
2010-04-01Plan benefit arrangement - TrustYes
2009: CUSTOM WOOD PRODUCTS, INC. WELFARE PLAN TRUST 2009 form 5500 responses
2009-04-01Type of plan entitySingle employer plan
2009-04-01Submission has been amendedNo
2009-04-01This submission is the final filingNo
2009-04-01This return/report is a short plan year return/report (less than 12 months)No
2009-04-01Plan is a collectively bargained planNo
2009-04-01Plan funding arrangement – InsuranceYes
2009-04-01Plan funding arrangement – TrustYes
2009-04-01Plan benefit arrangement – InsuranceYes
2009-04-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

HCC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 92711 )
Policy contract numberHCL33313
Policy instance 1
Insurance contract or identification numberHCL33313
Number of Individuals Covered95
Insurance policy start date2018-04-01
Insurance policy end date2019-03-31
Total amount of commissions paid to insurance brokerUSD $22,074
Total amount of fees paid to insurance companyUSD $25,828
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees25828
Additional information about fees paid to insurance brokerADMINISTRATION FEES
Insurance broker organization code?5
Commission paid to Insurance BrokerUSD $22,074
HCC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 92711 )
Policy contract numberHCL33313
Policy instance 1
Insurance contract or identification numberHCL33313
Number of Individuals Covered98
Insurance policy start date2017-04-01
Insurance policy end date2018-03-31
Total amount of commissions paid to insurance brokerUSD $20,280
Total amount of fees paid to insurance companyUSD $25,536
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees25536
Additional information about fees paid to insurance brokerADMINISTRATION FEES
Insurance broker organization code?5
Commission paid to Insurance BrokerUSD $20,280
Insurance broker nameCPM INC
BLUE CROSS BLUE SHIELD OF KANSAS (National Association of Insurance Commissioners NAIC id number: 70729 )
Policy contract number96365
Policy instance 1
Insurance contract or identification number96365
Number of Individuals Covered235
Insurance policy start date2015-04-01
Insurance policy end date2016-03-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
BLUE CROSS BLUE SHIELD OF KANSAS (National Association of Insurance Commissioners NAIC id number: 70729 )
Policy contract number96365
Policy instance 1
Insurance contract or identification number96365
Number of Individuals Covered245
Insurance policy start date2014-04-01
Insurance policy end date2015-03-31
Are there contracts with allocated funds for individual policies?No
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 BenefitYes
Dental Insurance Welfare BenefitYes
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
BLUE CROSS BLUE SHIELD OF KANSAS (National Association of Insurance Commissioners NAIC id number: 70729 )
Policy contract number96365
Policy instance 1
Insurance contract or identification number96365
Number of Individuals Covered229
Insurance policy start date2013-04-01
Insurance policy end date2014-03-31
Are there contracts with allocated funds for individual policies?No
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 BenefitYes
Dental Insurance Welfare BenefitYes
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
BLUE CROSS BLUE SHIELD OF KANSAS (National Association of Insurance Commissioners NAIC id number: 70729 )
Policy contract number96365
Policy instance 1
Insurance contract or identification number96365
Number of Individuals Covered254
Insurance policy start date2012-04-01
Insurance policy end date2013-03-31
Are there contracts with allocated funds for individual policies?No
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 BenefitYes
Dental Insurance Welfare BenefitYes
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
BLUE CROSS BLUE SHIELD OF KANSAS (National Association of Insurance Commissioners NAIC id number: 70729 )
Policy contract number96365
Policy instance 1
Insurance contract or identification number96365
Number of Individuals Covered260
Insurance policy start date2011-04-01
Insurance policy end date2012-03-31
Are there contracts with allocated funds for individual policies?No
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 BenefitYes
Dental Insurance Welfare BenefitYes
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
BLUE CROSS BLUE SHIELD OF KANSAS (National Association of Insurance Commissioners NAIC id number: 70729 )
Policy contract number96365
Policy instance 1
Insurance contract or identification number96365
Number of Individuals Covered281
Insurance policy start date2010-04-01
Insurance policy end date2011-03-31
Are there contracts with allocated funds for individual policies?No
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 BenefitYes
Dental Insurance Welfare BenefitYes
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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