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PERFORMANCE OPERATING COMPANY PREMIUM ONLY PLAN 401k Plan overview

Plan NamePERFORMANCE OPERATING COMPANY PREMIUM ONLY PLAN
Plan identification number 501

PERFORMANCE OPERATING COMPANY PREMIUM ONLY PLAN Benefits

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

401k Sponsoring company profile

PERFORMANCE OPERATING COMPANY LLC has sponsored the creation of one or more 401k plans.

Company Name:PERFORMANCE OPERATING COMPANY LLC
Employer identification number (EIN):270760343
NAIC Classification:541990
NAIC Description:All Other Professional, Scientific, and Technical Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PERFORMANCE OPERATING COMPANY PREMIUM ONLY PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5012013-06-01ROBERT KNAPPE ROBERT KNAPPE2014-08-18
5012012-06-01ROBERT KNAPPE ROBERT KNAPPE2013-11-15

Plan Statistics for PERFORMANCE OPERATING COMPANY PREMIUM ONLY PLAN

401k plan membership statisitcs for PERFORMANCE OPERATING COMPANY PREMIUM ONLY PLAN

Measure Date Value
2013: PERFORMANCE OPERATING COMPANY PREMIUM ONLY PLAN 2013 401k membership
Total participants, beginning-of-year2013-06-01198
Total number of active participants reported on line 7a of the Form 55002013-06-01174
Total of all active and inactive participants2013-06-01174
2012: PERFORMANCE OPERATING COMPANY PREMIUM ONLY PLAN 2012 401k membership
Total participants, beginning-of-year2012-06-01101
Total number of active participants reported on line 7a of the Form 55002012-06-01198
Total of all active and inactive participants2012-06-01198

Form 5500 Responses for PERFORMANCE OPERATING COMPANY PREMIUM ONLY PLAN

2013: PERFORMANCE OPERATING COMPANY PREMIUM ONLY PLAN 2013 form 5500 responses
2013-06-01Type of plan entitySingle employer plan
2013-06-01Plan funding arrangement – InsuranceYes
2013-06-01Plan benefit arrangement – InsuranceYes
2012: PERFORMANCE OPERATING COMPANY PREMIUM ONLY PLAN 2012 form 5500 responses
2012-06-01Type of plan entitySingle employer plan
2012-06-01First time form 5500 has been submittedYes
2012-06-01Plan funding arrangement – InsuranceYes
2012-06-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 )
Policy contract number571678
Policy instance 1
Insurance contract or identification number571678
Number of Individuals Covered174
Insurance policy start date2013-06-01
Insurance policy end date2014-05-31
Total amount of commissions paid to insurance brokerUSD $70,825
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $689,731
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $70,825
Insurance broker organization code?3
Insurance broker nameEMERSON REID LLC
UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 )
Policy contract number571678
Policy instance 1
Insurance contract or identification number571678
Number of Individuals Covered198
Insurance policy start date2012-06-01
Insurance policy end date2013-05-31
Total amount of commissions paid to insurance brokerUSD $33,575
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $667,528
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $33,575
Insurance broker organization code?3
Insurance broker nameEMERSON REID LLC
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number1018989
Policy instance 2
Insurance contract or identification number1018989
Number of Individuals Covered230
Insurance policy start date2012-06-01
Insurance policy end date2013-05-31
Total amount of commissions paid to insurance brokerUSD $8,864
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $70,214
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $6,108
Insurance broker organization code?3
Insurance broker nameEMERSON REID & COMPANY INC

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