SUPERIOR METAL PRODUCTS, INC. DBA AMERICAN TRIM has sponsored the creation of one or more 401k plans.
Additional information about SUPERIOR METAL PRODUCTS, INC. DBA AMERICAN TRIM
Submission information for form 5500 for 401k plan AMERICAN TRIM, LLC EMPLOYEE BENEFIT PLAN (F/K/A AMERICAN TRIM LLC HEALTH & DENTAL)
401k plan membership statisitcs for AMERICAN TRIM, LLC EMPLOYEE BENEFIT PLAN (F/K/A AMERICAN TRIM LLC HEALTH & DENTAL)
| Measure | Date | Value |
|---|
| 2022 : AMERICAN TRIM, LLC EMPLOYEE BENEFIT PLAN (F/K/A AMERICAN TRIM LLC HEALTH & DENTAL) 2022 401k financial data |
|---|
| Total income from all sources (including contributions) | 2022-12-31 | $4,197,598 |
| Total of all expenses incurred | 2022-12-31 | $4,198,334 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $3,701,637 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $4,197,598 |
| Value of total assets at end of year | 2022-12-31 | $53,724 |
| Value of total assets at beginning of year | 2022-12-31 | $54,460 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $496,697 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
| Administrative expenses professional fees incurred | 2022-12-31 | $496,697 |
| Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
| Value of fidelity bond cover | 2022-12-31 | $5,000,000 |
| If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
| Contributions received from participants | 2022-12-31 | $1,722,873 |
| Participant contributions at end of year | 2022-12-31 | $40,032 |
| Participant contributions at beginning of year | 2022-12-31 | $38,590 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $12,819 |
| Total non interest bearing cash at end of year | 2022-12-31 | $13,692 |
| Total non interest bearing cash at beginning of year | 2022-12-31 | $15,870 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
| Value of net income/loss | 2022-12-31 | $-736 |
| Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $53,724 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $54,460 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2022-12-31 | $515,401 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
| Contributions received in cash from employer | 2022-12-31 | $2,461,906 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $3,186,236 |
| Did the plan have assets held for investment | 2022-12-31 | No |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
| Accountancy firm name | 2022-12-31 | FORVIS, LLP |
| Accountancy firm EIN | 2022-12-31 | 440160260 |
| 2021 : AMERICAN TRIM, LLC EMPLOYEE BENEFIT PLAN (F/K/A AMERICAN TRIM LLC HEALTH & DENTAL) 2021 401k financial data |
|---|
| Total income from all sources (including contributions) | 2021-12-31 | $5,292,591 |
| Total of all expenses incurred | 2021-12-31 | $5,293,287 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $4,770,920 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $5,292,591 |
| Value of total assets at end of year | 2021-12-31 | $54,460 |
| Value of total assets at beginning of year | 2021-12-31 | $55,156 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $522,367 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
| Administrative expenses professional fees incurred | 2021-12-31 | $522,367 |
| Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
| Value of fidelity bond cover | 2021-12-31 | $5,000,000 |
| If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
| Contributions received from participants | 2021-12-31 | $1,716,918 |
| Participant contributions at end of year | 2021-12-31 | $38,590 |
| Participant contributions at beginning of year | 2021-12-31 | $36,881 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $46,403 |
| Total non interest bearing cash at end of year | 2021-12-31 | $15,870 |
| Total non interest bearing cash at beginning of year | 2021-12-31 | $18,275 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
| Value of net income/loss | 2021-12-31 | $-696 |
| Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $54,460 |
| Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $55,156 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2021-12-31 | $415,902 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
| Contributions received in cash from employer | 2021-12-31 | $3,529,270 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $4,355,018 |
| Did the plan have assets held for investment | 2021-12-31 | No |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
| Accountancy firm name | 2021-12-31 | FORVIS, LLP |
| Accountancy firm EIN | 2021-12-31 | 440160260 |
| 2020 : AMERICAN TRIM, LLC EMPLOYEE BENEFIT PLAN (F/K/A AMERICAN TRIM LLC HEALTH & DENTAL) 2020 401k financial data |
|---|
| Total income from all sources (including contributions) | 2020-12-31 | $6,681,626 |
| Total of all expenses incurred | 2020-12-31 | $6,672,508 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $6,122,675 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $6,681,626 |
| Value of total assets at end of year | 2020-12-31 | $55,156 |
| Value of total assets at beginning of year | 2020-12-31 | $46,038 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $549,833 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
| Administrative expenses professional fees incurred | 2020-12-31 | $549,833 |
| Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
| Value of fidelity bond cover | 2020-12-31 | $5,000,000 |
| If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
| Contributions received from participants | 2020-12-31 | $1,720,729 |
| Participant contributions at end of year | 2020-12-31 | $36,881 |
| Participant contributions at beginning of year | 2020-12-31 | $18,566 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2020-12-31 | $96,867 |
| Total non interest bearing cash at end of year | 2020-12-31 | $18,275 |
| Total non interest bearing cash at beginning of year | 2020-12-31 | $27,472 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
| Value of net income/loss | 2020-12-31 | $9,118 |
| Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $55,156 |
| Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $46,038 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2020-12-31 | $426,290 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
| Contributions received in cash from employer | 2020-12-31 | $4,864,030 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $5,696,385 |
| Did the plan have assets held for investment | 2020-12-31 | No |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Unqualified |
| Accountancy firm name | 2020-12-31 | BKD, LLP |
| Accountancy firm EIN | 2020-12-31 | 440160260 |
| 2019 : AMERICAN TRIM, LLC EMPLOYEE BENEFIT PLAN (F/K/A AMERICAN TRIM LLC HEALTH & DENTAL) 2019 401k financial data |
|---|
| Total income from all sources (including contributions) | 2019-12-31 | $6,450,926 |
| Total of all expenses incurred | 2019-12-31 | $6,436,807 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $6,086,772 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $6,450,926 |
| Value of total assets at end of year | 2019-12-31 | $46,038 |
| Value of total assets at beginning of year | 2019-12-31 | $31,919 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $350,035 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
| Administrative expenses professional fees incurred | 2019-12-31 | $350,035 |
| Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
| Value of fidelity bond cover | 2019-12-31 | $5,000,000 |
| If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
| Contributions received from participants | 2019-12-31 | $1,876,315 |
| Participant contributions at end of year | 2019-12-31 | $18,566 |
| Participant contributions at beginning of year | 2019-12-31 | $18,253 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $92,648 |
| Total non interest bearing cash at end of year | 2019-12-31 | $27,472 |
| Total non interest bearing cash at beginning of year | 2019-12-31 | $13,666 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
| Value of net income/loss | 2019-12-31 | $14,119 |
| Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $46,038 |
| Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $31,919 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2019-12-31 | $442,315 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
| Contributions received in cash from employer | 2019-12-31 | $4,481,963 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $5,644,457 |
| Did the plan have assets held for investment | 2019-12-31 | No |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Unqualified |
| Accountancy firm name | 2019-12-31 | BKD, LLP |
| Accountancy firm EIN | 2019-12-31 | 440160260 |
| 2018 : AMERICAN TRIM, LLC EMPLOYEE BENEFIT PLAN (F/K/A AMERICAN TRIM LLC HEALTH & DENTAL) 2018 401k financial data |
|---|
| Total income from all sources (including contributions) | 2018-12-31 | $5,319,292 |
| Total of all expenses incurred | 2018-12-31 | $5,332,654 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $4,763,642 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $5,319,292 |
| Value of total assets at end of year | 2018-12-31 | $31,919 |
| Value of total assets at beginning of year | 2018-12-31 | $45,281 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $569,012 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
| Administrative expenses professional fees incurred | 2018-12-31 | $569,012 |
| Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
| Value of fidelity bond cover | 2018-12-31 | $5,000,000 |
| If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
| Contributions received from participants | 2018-12-31 | $1,791,465 |
| Participant contributions at end of year | 2018-12-31 | $18,253 |
| Participant contributions at beginning of year | 2018-12-31 | $17,491 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2018-12-31 | $36,640 |
| Total non interest bearing cash at end of year | 2018-12-31 | $13,666 |
| Total non interest bearing cash at beginning of year | 2018-12-31 | $27,790 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
| Value of net income/loss | 2018-12-31 | $-13,362 |
| Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $31,919 |
| Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $45,281 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2018-12-31 | $499,920 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
| Contributions received in cash from employer | 2018-12-31 | $3,491,187 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $4,263,722 |
| Did the plan have assets held for investment | 2018-12-31 | No |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Unqualified |
| Accountancy firm name | 2018-12-31 | BKD, LLP |
| Accountancy firm EIN | 2018-12-31 | 440160260 |
| 2017 : AMERICAN TRIM, LLC EMPLOYEE BENEFIT PLAN (F/K/A AMERICAN TRIM LLC HEALTH & DENTAL) 2017 401k financial data |
|---|
| Total income from all sources (including contributions) | 2017-12-31 | $4,576,135 |
| Total of all expenses incurred | 2017-12-31 | $4,567,062 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $4,351,683 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $4,576,135 |
| Value of total assets at end of year | 2017-12-31 | $45,281 |
| Value of total assets at beginning of year | 2017-12-31 | $36,208 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $215,379 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
| Administrative expenses professional fees incurred | 2017-12-31 | $215,379 |
| Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
| Value of fidelity bond cover | 2017-12-31 | $5,000,000 |
| If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
| Contributions received from participants | 2017-12-31 | $1,767,805 |
| Participant contributions at end of year | 2017-12-31 | $17,491 |
| Participant contributions at beginning of year | 2017-12-31 | $16,466 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2017-12-31 | $40,406 |
| Total non interest bearing cash at end of year | 2017-12-31 | $27,790 |
| Total non interest bearing cash at beginning of year | 2017-12-31 | $19,742 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
| Value of net income/loss | 2017-12-31 | $9,073 |
| Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $45,281 |
| Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $36,208 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2017-12-31 | $466,228 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
| Contributions received in cash from employer | 2017-12-31 | $2,767,924 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $3,885,455 |
| Did the plan have assets held for investment | 2017-12-31 | No |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Unqualified |
| Accountancy firm name | 2017-12-31 | BKD, LLP |
| Accountancy firm EIN | 2017-12-31 | 440160260 |
| 2016 : AMERICAN TRIM, LLC EMPLOYEE BENEFIT PLAN (F/K/A AMERICAN TRIM LLC HEALTH & DENTAL) 2016 401k financial data |
|---|
| Total income from all sources (including contributions) | 2016-12-31 | $6,752,883 |
| Total of all expenses incurred | 2016-12-31 | $6,735,654 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $6,557,768 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $6,752,883 |
| Value of total assets at end of year | 2016-12-31 | $36,208 |
| Value of total assets at beginning of year | 2016-12-31 | $18,979 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $177,886 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
| Administrative expenses professional fees incurred | 2016-12-31 | $177,886 |
| Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
| Value of fidelity bond cover | 2016-12-31 | $5,000,000 |
| If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
| Contributions received from participants | 2016-12-31 | $1,708,238 |
| Participant contributions at end of year | 2016-12-31 | $16,466 |
| Participant contributions at beginning of year | 2016-12-31 | $18,979 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2016-12-31 | $32,572 |
| Total non interest bearing cash at end of year | 2016-12-31 | $19,742 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
| Value of net income/loss | 2016-12-31 | $17,229 |
| Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $36,208 |
| Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $18,979 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2016-12-31 | $420,089 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
| Contributions received in cash from employer | 2016-12-31 | $5,012,073 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $6,137,679 |
| Did the plan have assets held for investment | 2016-12-31 | No |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Unqualified |
| Accountancy firm name | 2016-12-31 | BKD, LLP |
| Accountancy firm EIN | 2016-12-31 | 440160260 |
| 2015 : AMERICAN TRIM, LLC EMPLOYEE BENEFIT PLAN (F/K/A AMERICAN TRIM LLC HEALTH & DENTAL) 2015 401k financial data |
|---|
| Total income from all sources (including contributions) | 2015-12-31 | $4,728,195 |
| Total of all expenses incurred | 2015-12-31 | $4,709,216 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $4,495,739 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $4,728,195 |
| Value of total assets at end of year | 2015-12-31 | $18,979 |
| Value of total assets at beginning of year | 2015-12-31 | $0 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $213,477 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
| Administrative expenses professional fees incurred | 2015-12-31 | $213,477 |
| Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
| Value of fidelity bond cover | 2015-12-31 | $5,000,000 |
| If this is an individual account plan, was there a blackout period | 2015-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
| Contributions received from participants | 2015-12-31 | $1,689,517 |
| Participant contributions at end of year | 2015-12-31 | $18,979 |
| Participant contributions at beginning of year | 2015-12-31 | $0 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2015-12-31 | $8,404 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
| Value of net income/loss | 2015-12-31 | $18,979 |
| Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $18,979 |
| Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $0 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2015-12-31 | $274,710 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
| Contributions received in cash from employer | 2015-12-31 | $3,030,274 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $4,221,029 |
| Did the plan have assets held for investment | 2015-12-31 | No |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Unqualified |
| Accountancy firm name | 2015-12-31 | BKD, LLP |
| Accountancy firm EIN | 2015-12-31 | 440160260 |
| 2014 : AMERICAN TRIM, LLC EMPLOYEE BENEFIT PLAN (F/K/A AMERICAN TRIM LLC HEALTH & DENTAL) 2014 401k financial data |
|---|
| Total income from all sources (including contributions) | 2014-12-31 | $4,193,032 |
| Total of all expenses incurred | 2014-12-31 | $4,227,834 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $4,026,088 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $4,193,032 |
| Value of total assets at beginning of year | 2014-12-31 | $34,802 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $201,746 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
| Administrative expenses professional fees incurred | 2014-12-31 | $201,746 |
| Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
| Value of fidelity bond cover | 2014-12-31 | $5,000,000 |
| If this is an individual account plan, was there a blackout period | 2014-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
| Contributions received from participants | 2014-12-31 | $1,563,428 |
| Participant contributions at beginning of year | 2014-12-31 | $34,802 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2014-12-31 | $31,709 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
| Value of net income/loss | 2014-12-31 | $-34,802 |
| Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $34,802 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
| Contributions received in cash from employer | 2014-12-31 | $2,597,895 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $4,026,088 |
| Did the plan have assets held for investment | 2014-12-31 | No |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Unqualified |
| Accountancy firm name | 2014-12-31 | BKD, LLP |
| Accountancy firm EIN | 2014-12-31 | 440160260 |
| 2013 : AMERICAN TRIM, LLC EMPLOYEE BENEFIT PLAN (F/K/A AMERICAN TRIM LLC HEALTH & DENTAL) 2013 401k financial data |
|---|
| Total income from all sources (including contributions) | 2013-12-31 | $4,957,446 |
| Total of all expenses incurred | 2013-12-31 | $4,953,699 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $4,763,225 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $4,957,446 |
| Value of total assets at end of year | 2013-12-31 | $34,802 |
| Value of total assets at beginning of year | 2013-12-31 | $31,055 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $190,474 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
| Administrative expenses professional fees incurred | 2013-12-31 | $190,474 |
| Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
| Value of fidelity bond cover | 2013-12-31 | $5,000,000 |
| If this is an individual account plan, was there a blackout period | 2013-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
| Contributions received from participants | 2013-12-31 | $1,406,747 |
| Participant contributions at end of year | 2013-12-31 | $34,802 |
| Participant contributions at beginning of year | 2013-12-31 | $31,055 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2013-12-31 | $32,526 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
| Value of net income/loss | 2013-12-31 | $3,747 |
| Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $34,802 |
| Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $31,055 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
| Contributions received in cash from employer | 2013-12-31 | $3,518,173 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $4,763,225 |
| Did the plan have assets held for investment | 2013-12-31 | No |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Unqualified |
| Accountancy firm name | 2013-12-31 | BKD, LLP |
| Accountancy firm EIN | 2013-12-31 | 440160260 |
| 2012 : AMERICAN TRIM, LLC EMPLOYEE BENEFIT PLAN (F/K/A AMERICAN TRIM LLC HEALTH & DENTAL) 2012 401k financial data |
|---|
| Total income from all sources (including contributions) | 2012-12-31 | $4,054,135 |
| Total of all expenses incurred | 2012-12-31 | $4,068,749 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $3,893,048 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $4,054,135 |
| Value of total assets at end of year | 2012-12-31 | $31,055 |
| Value of total assets at beginning of year | 2012-12-31 | $45,669 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $175,701 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
| Administrative expenses professional fees incurred | 2012-12-31 | $175,701 |
| Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
| Value of fidelity bond cover | 2012-12-31 | $5,000,000 |
| Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
| Contributions received from participants | 2012-12-31 | $1,254,563 |
| Participant contributions at end of year | 2012-12-31 | $31,055 |
| Participant contributions at beginning of year | 2012-12-31 | $45,669 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2012-12-31 | $11,044 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
| Value of net income/loss | 2012-12-31 | $-14,614 |
| Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $31,055 |
| Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $45,669 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
| Contributions received in cash from employer | 2012-12-31 | $2,788,528 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $3,893,048 |
| Did the plan have assets held for investment | 2012-12-31 | No |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Unqualified |
| Accountancy firm name | 2012-12-31 | BKD, LLP |
| Accountancy firm EIN | 2012-12-31 | 440160260 |
| 2011 : AMERICAN TRIM, LLC EMPLOYEE BENEFIT PLAN (F/K/A AMERICAN TRIM LLC HEALTH & DENTAL) 2011 401k financial data |
|---|
| Total income from all sources (including contributions) | 2011-12-31 | $3,976,755 |
| Total of all expenses incurred | 2011-12-31 | $3,982,581 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $3,818,443 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $3,976,755 |
| Value of total assets at end of year | 2011-12-31 | $45,669 |
| Value of total assets at beginning of year | 2011-12-31 | $51,495 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $164,138 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
| Administrative expenses professional fees incurred | 2011-12-31 | $164,138 |
| Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
| Value of fidelity bond cover | 2011-12-31 | $5,000,000 |
| If this is an individual account plan, was there a blackout period | 2011-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
| Contributions received from participants | 2011-12-31 | $1,205,389 |
| Participant contributions at end of year | 2011-12-31 | $45,669 |
| Participant contributions at beginning of year | 2011-12-31 | $51,327 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2011-12-31 | $19,693 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2011-12-31 | $0 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2011-12-31 | $168 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
| Value of net income/loss | 2011-12-31 | $-5,826 |
| Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $45,669 |
| Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $51,495 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
| Contributions received in cash from employer | 2011-12-31 | $2,751,673 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $3,818,443 |
| Did the plan have assets held for investment | 2011-12-31 | No |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Unqualified |
| Accountancy firm name | 2011-12-31 | BKD, LLP |
| Accountancy firm EIN | 2011-12-31 | 440160260 |
| 2010 : AMERICAN TRIM, LLC EMPLOYEE BENEFIT PLAN (F/K/A AMERICAN TRIM LLC HEALTH & DENTAL) 2010 401k financial data |
|---|
| Total income from all sources (including contributions) | 2010-12-31 | $3,597,340 |
| Total of all expenses incurred | 2010-12-31 | $3,658,400 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $3,444,986 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $3,597,340 |
| Value of total assets at end of year | 2010-12-31 | $51,495 |
| Value of total assets at beginning of year | 2010-12-31 | $112,555 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $213,414 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
| Administrative expenses professional fees incurred | 2010-12-31 | $213,414 |
| Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
| Value of fidelity bond cover | 2010-12-31 | $500,000 |
| Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
| Contributions received from participants | 2010-12-31 | $1,377,011 |
| Participant contributions at end of year | 2010-12-31 | $51,327 |
| Participant contributions at beginning of year | 2010-12-31 | $52,704 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2010-12-31 | $63,572 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2010-12-31 | $168 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2010-12-31 | $19,416 |
| Total non interest bearing cash at end of year | 2010-12-31 | $0 |
| Total non interest bearing cash at beginning of year | 2010-12-31 | $40,435 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
| Value of net income/loss | 2010-12-31 | $-61,060 |
| Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $51,495 |
| Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $112,555 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2010-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
| Contributions received in cash from employer | 2010-12-31 | $2,156,757 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $3,444,986 |
| Did the plan have assets held for investment | 2010-12-31 | No |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Unqualified |
| Accountancy firm name | 2010-12-31 | BKD, LLP |
| Accountancy firm EIN | 2010-12-31 | 440160260 |
| LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 65498 ) |
| Policy contract number | CI961813 |
| Policy instance | 5 |
| Insurance contract or identification number | CI961813 | | Insurance policy start date | 2022-01-01 | | Insurance policy end date | 2022-12-31 | | Total amount of commissions paid to insurance broker | USD $4,137 | | Other welfare benefits provided | CRITICAL ILLNESS & ACCIDENT | | Welfare Benefit Premiums Paid to Carrier | USD $20,683 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $4,137 | | Insurance broker organization code? | 3 |
|
| COMMUNITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 10345 ) |
| Policy contract number | 00249078 |
| Policy instance | 4 |
| Insurance contract or identification number | 00249078 | | Number of Individuals Covered | 523 | | Insurance policy start date | 2022-01-01 | | Insurance policy end date | 2022-12-31 | | Welfare Benefit Premiums Paid to Carrier | USD $370,106 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 65498 ) |
| Policy contract number | LK965759 |
| Policy instance | 3 |
| Insurance contract or identification number | LK965759 | | Number of Individuals Covered | 570 | | Insurance policy start date | 2022-01-01 | | Insurance policy end date | 2022-12-31 | | Total amount of commissions paid to insurance broker | USD $11,538 | | Life Insurance Welfare Benefit | Yes | | Temporary Disability Insurance Welfare Benefit | Yes | | Long Term Disability Insurance Welfare Benefit | Yes | | Other welfare benefits provided | AD&D | | Welfare Benefit Premiums Paid to Carrier | USD $262,946 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $11,538 | | Insurance broker organization code? | 3 |
|
| BLUE CROSS BLUE SHIELD OF ALABAMA (National Association of Insurance Commissioners NAIC id number: 55433 ) |
| Policy contract number | 80996 |
| Policy instance | 2 |
| Insurance contract or identification number | 80996 | | Number of Individuals Covered | 46 | | Insurance policy start date | 2022-01-01 | | Insurance policy end date | 2022-12-31 | | Health Insurance Welfare Benefit | Yes | | Other welfare benefits provided | EPS BABY YOURSELF AIR MED | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| EYEMED VISION CARE (National Association of Insurance Commissioners NAIC id number: 71870 ) |
| Policy contract number | 10027771001 |
| Policy instance | 1 |
| Insurance contract or identification number | 10027771001 | | Number of Individuals Covered | 563 | | Insurance policy start date | 2022-01-01 | | Insurance policy end date | 2022-12-31 | | Total amount of commissions paid to insurance broker | USD $3,096 | | Vision Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $32,457 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $3,096 | | Insurance broker organization code? | 3 |
|
| EYEMED VISION CARE (National Association of Insurance Commissioners NAIC id number: 71870 ) |
| Policy contract number | 10027771001 |
| Policy instance | 1 |
| Insurance contract or identification number | 10027771001 | | Number of Individuals Covered | 570 | | Insurance policy start date | 2021-01-01 | | Insurance policy end date | 2021-12-31 | | Vision Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $28,305 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| BLUE CROSS BLUE SHIELD OF ALABAMA (National Association of Insurance Commissioners NAIC id number: 55433 ) |
| Policy contract number | 80996 |
| Policy instance | 2 |
| Insurance contract or identification number | 80996 | | Number of Individuals Covered | 42 | | Insurance policy start date | 2021-01-01 | | Insurance policy end date | 2021-12-31 | | Health Insurance Welfare Benefit | Yes | | Other welfare benefits provided | EPS BABY YOURSELF AIR MED | | Welfare Benefit Premiums Paid to Carrier | USD $20 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 65498 ) |
| Policy contract number | LK965759 |
| Policy instance | 3 |
| Insurance contract or identification number | LK965759 | | Number of Individuals Covered | 570 | | Insurance policy start date | 2021-02-01 | | Insurance policy end date | 2021-12-31 | | Life Insurance Welfare Benefit | Yes | | Temporary Disability Insurance Welfare Benefit | Yes | | Long Term Disability Insurance Welfare Benefit | Yes | | Other welfare benefits provided | AD&D | | Welfare Benefit Premiums Paid to Carrier | USD $184,039 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| COMMUNITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 10345 ) |
| Policy contract number | 00249078 |
| Policy instance | 4 |
| Insurance contract or identification number | 00249078 | | Number of Individuals Covered | 598 | | Insurance policy start date | 2021-01-01 | | Insurance policy end date | 2021-12-31 | | Welfare Benefit Premiums Paid to Carrier | USD $378,711 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| COMMUNITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 10345 ) |
| Policy contract number | 00249078 |
| Policy instance | 4 |
| Insurance contract or identification number | 00249078 | | Number of Individuals Covered | 636 | | Insurance policy start date | 2020-01-01 | | Insurance policy end date | 2020-12-31 | | Welfare Benefit Premiums Paid to Carrier | USD $414,105 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 65498 ) |
| Policy contract number | OK970027 |
| Policy instance | 3 |
| Insurance contract or identification number | OK970027 | | Number of Individuals Covered | 577 | | Insurance policy start date | 2020-01-01 | | Insurance policy end date | 2020-12-31 | | Life Insurance Welfare Benefit | Yes | | Temporary Disability Insurance Welfare Benefit | Yes | | Long Term Disability Insurance Welfare Benefit | Yes | | Other welfare benefits provided | AD&D | | Welfare Benefit Premiums Paid to Carrier | USD $251,979 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| BLUE CROSS BLUE SHIELD OF ALABAMA (National Association of Insurance Commissioners NAIC id number: 55433 ) |
| Policy contract number | 80996 |
| Policy instance | 2 |
| Insurance contract or identification number | 80996 | | Number of Individuals Covered | 25 | | Insurance policy start date | 2020-01-01 | | Insurance policy end date | 2020-12-31 | | Health Insurance Welfare Benefit | Yes | | Other welfare benefits provided | EPS BABY YOURSELF AIR MED | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| EYEMED VISION CARE (National Association of Insurance Commissioners NAIC id number: 71870 ) |
| Policy contract number | 10027771001 |
| Policy instance | 1 |
| Insurance contract or identification number | 10027771001 | | Number of Individuals Covered | 577 | | Insurance policy start date | 2020-01-01 | | Insurance policy end date | 2020-12-31 | | Vision Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $32,429 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| COMMUNITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 10345 ) |
| Policy contract number | 00249078 |
| Policy instance | 4 |
| Insurance contract or identification number | 00249078 | | Number of Individuals Covered | 790 | | Insurance policy start date | 2019-01-01 | | Insurance policy end date | 2019-12-31 | | Welfare Benefit Premiums Paid to Carrier | USD $220,133 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 65498 ) |
| Policy contract number | OK970027 |
| Policy instance | 3 |
| Insurance contract or identification number | OK970027 | | Number of Individuals Covered | 682 | | Insurance policy start date | 2019-01-01 | | Insurance policy end date | 2019-12-31 | | Life Insurance Welfare Benefit | Yes | | Temporary Disability Insurance Welfare Benefit | Yes | | Long Term Disability Insurance Welfare Benefit | Yes | | Other welfare benefits provided | AD&D | | Welfare Benefit Premiums Paid to Carrier | USD $206,175 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| BLUE CROSS BLUE SHIELD OF ALABAMA (National Association of Insurance Commissioners NAIC id number: 55433 ) |
| Policy contract number | 80996 |
| Policy instance | 2 |
| Insurance contract or identification number | 80996 | | Number of Individuals Covered | 32 | | Insurance policy start date | 2019-01-01 | | Insurance policy end date | 2019-12-31 | | Health Insurance Welfare Benefit | Yes | | Other welfare benefits provided | EPS BABY YOURSELF AIR MED | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| EYEMED VISION CARE (National Association of Insurance Commissioners NAIC id number: 71870 ) |
| Policy contract number | 10027771001 |
| Policy instance | 1 |
| Insurance contract or identification number | 10027771001 | | Number of Individuals Covered | 682 | | Insurance policy start date | 2019-01-01 | | Insurance policy end date | 2019-12-31 | | Vision Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $34,384 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) |
| Policy contract number | 20473 |
| Policy instance | 1 |
| Insurance contract or identification number | 20473 | | Number of Individuals Covered | 638 | | Insurance policy start date | 2017-01-01 | | Insurance policy end date | 2017-12-31 | | Life Insurance Welfare Benefit | Yes | | Temporary Disability Insurance Welfare Benefit | Yes | | Long Term Disability Insurance Welfare Benefit | Yes | | Other welfare benefits provided | AD&D | | Welfare Benefit Premiums Paid to Carrier | USD $276,418 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| BLUE CROSS BLUE SHIELD OF ALABAMA (National Association of Insurance Commissioners NAIC id number: 55433 ) |
| Policy contract number | 80124 |
| Policy instance | 2 |
| Insurance contract or identification number | 80124 | | Number of Individuals Covered | 103 | | Insurance policy start date | 2017-01-01 | | Insurance policy end date | 2017-12-31 | | Health Insurance Welfare Benefit | Yes | | Dental Insurance Welfare Benefit | Yes | | Other welfare benefits provided | EPS BABY YOURSELF AIRMED FSA HRA | | Welfare Benefit Premiums Paid to Carrier | USD $2,121 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| EYEMED VISION CARE (National Association of Insurance Commissioners NAIC id number: 71870 ) |
| Policy contract number | 10027771001 |
| Policy instance | 3 |
| Insurance contract or identification number | 10027771001 | | Number of Individuals Covered | 629 | | Insurance policy start date | 2017-01-01 | | Insurance policy end date | 2017-12-31 | | Vision Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $33,579 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| COMMUNITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 10345 ) |
| Policy contract number | 00249078 |
| Policy instance | 4 |
| Insurance contract or identification number | 00249078 | | Number of Individuals Covered | 790 | | Insurance policy start date | 2017-01-01 | | Insurance policy end date | 2017-12-31 | | Welfare Benefit Premiums Paid to Carrier | USD $349,072 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| COMMUNITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 10345 ) |
| Policy contract number | 082741 |
| Policy instance | 5 |
| Insurance contract or identification number | 082741 | | Number of Individuals Covered | 414 | | Insurance policy start date | 2017-01-01 | | Insurance policy end date | 2017-12-31 | | Dental Insurance Welfare Benefit | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 ) |
| Policy contract number | 397763 |
| Policy instance | 1 |
| Insurance contract or identification number | 397763 | | Number of Individuals Covered | 731 | | Insurance policy start date | 2014-01-01 | | Insurance policy end date | 2015-01-01 | | Total amount of fees paid to insurance company | USD $2,447 | | Life Insurance Welfare Benefit | Yes | | Temporary Disability Insurance Welfare Benefit | Yes | | Long Term Disability Insurance Welfare Benefit | Yes | | Other welfare benefits provided | AD&D | | Welfare Benefit Premiums Paid to Carrier | USD $309,166 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Amount paid for insurance broker fees | 2447 | | Additional information about fees paid to insurance broker | OTHER COMPENSATION | | Insurance broker organization code? | 3 | | Insurance broker name | WELLS FARGO INS. SVCS USA, INC |
|
| BLUE CROSS BLUE SHIELD OF ALABAMA (National Association of Insurance Commissioners NAIC id number: 55433 ) |
| Policy contract number | 80124 |
| Policy instance | 2 |
| Insurance contract or identification number | 80124 | | Number of Individuals Covered | 87 | | Insurance policy start date | 2015-01-01 | | Insurance policy end date | 2015-12-31 | | Health Insurance Welfare Benefit | Yes | | Dental Insurance Welfare Benefit | Yes | | Other welfare benefits provided | EPS BABY YOURSELF AIRMED FSA HRA | | Welfare Benefit Premiums Paid to Carrier | USD $2,756 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 ) |
| Policy contract number | 397763 |
| Policy instance | 1 |
| Insurance contract or identification number | 397763 | | Number of Individuals Covered | 723 | | Insurance policy start date | 2013-02-01 | | Insurance policy end date | 2014-02-01 | | Total amount of fees paid to insurance company | USD $5,873 | | Life Insurance Welfare Benefit | Yes | | Temporary Disability Insurance Welfare Benefit | Yes | | Long Term Disability Insurance Welfare Benefit | Yes | | Other welfare benefits provided | AD&D | | Welfare Benefit Premiums Paid to Carrier | USD $306,865 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Amount paid for insurance broker fees | 5873 | | Additional information about fees paid to insurance broker | OTHER COMPENSATION | | Insurance broker organization code? | 3 | | Insurance broker name | WELLS FARGO INS. SVCS USA, INC |
|
| SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 ) |
| Policy contract number | 212285 |
| Policy instance | 1 |
| Insurance contract or identification number | 212285 | | Number of Individuals Covered | 773 | | Insurance policy start date | 2013-01-01 | | Insurance policy end date | 2013-01-31 | | Life Insurance Welfare Benefit | Yes | | Temporary Disability Insurance Welfare Benefit | Yes | | Long Term Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $27,185 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 ) |
| Policy contract number | 212285 |
| Policy instance | 1 |
| Insurance contract or identification number | 212285 | | Number of Individuals Covered | 772 | | Insurance policy start date | 2012-01-01 | | Insurance policy end date | 2012-12-30 | | Life Insurance Welfare Benefit | Yes | | Temporary Disability Insurance Welfare Benefit | Yes | | Long Term Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $316,820 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 ) |
| Policy contract number | 212285 |
| Policy instance | 1 |
| Insurance contract or identification number | 212285 | | Number of Individuals Covered | 748 | | Insurance policy start date | 2011-01-01 | | Insurance policy end date | 2011-12-31 | | Life Insurance Welfare Benefit | Yes | | Temporary Disability Insurance Welfare Benefit | Yes | | Long Term Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $329,830 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) |
| Policy contract number | 10101094 |
| Policy instance | 1 |
| Insurance contract or identification number | 10101094 | | Number of Individuals Covered | 739 | | Insurance policy start date | 2010-01-01 | | Insurance policy end date | 2010-01-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Life Insurance Welfare Benefit | Yes | | Other welfare benefits provided | AD&D | | Welfare Benefit Premiums Paid to Carrier | USD $7,793 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) |
| Policy contract number | 10101096 |
| Policy instance | 2 |
| Insurance contract or identification number | 10101096 | | Number of Individuals Covered | 144 | | Insurance policy start date | 2010-01-01 | | Insurance policy end date | 2010-01-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Temporary Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $5,337 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 ) |
| Policy contract number | 212285 |
| Policy instance | 4 |
| Insurance contract or identification number | 212285 | | Number of Individuals Covered | 763 | | Insurance policy start date | 2010-02-01 | | Insurance policy end date | 2011-01-31 | | Total amount of commissions paid to insurance broker | USD $16,363 | | Total amount of fees paid to insurance company | USD $0 | | Life Insurance Welfare Benefit | Yes | | Temporary Disability Insurance Welfare Benefit | Yes | | Long Term Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $341,790 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) |
| Policy contract number | 10101095 |
| Policy instance | 3 |
| Insurance contract or identification number | 10101095 | | Number of Individuals Covered | 705 | | Insurance policy start date | 2010-01-01 | | Insurance policy end date | 2010-01-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Long Term Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $4,396 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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