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PRIMCO INC HEALTH & WELFARE PLAN 401k Plan overview

Plan NamePRIMCO INC HEALTH & WELFARE PLAN
Plan identification number 501

PRIMCO INC HEALTH & WELFARE PLAN Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Health (other than dental or vision)
  • Life insurance
  • Supplemental unemployment
  • Dental
  • Vision
  • Temporary disability (accident and sickness)
  • Long-term disability cover
  • Other welfare benefit cover

401k Sponsoring company profile

PRIMCO INC has sponsored the creation of one or more 401k plans.

Company Name:PRIMCO INC
Employer identification number (EIN):351374866
NAIC Classification:237310
NAIC Description:Highway, Street, and Bridge Construction

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PRIMCO INC HEALTH & WELFARE PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5012022-04-01
5012021-04-01
5012020-04-01
5012019-04-01
5012018-04-01
5012017-04-01SCOTT FREDRICK SCOTT FREDRICK2019-01-14
5012016-04-01SCOTT FREDRICK SCOTT FREDRICK2017-10-28
5012014-04-01 SCOTT FREDRICK2016-01-14
5012014-04-01SCOTT FREDRICK
5012013-04-01SCOTT FREDRICK
5012012-04-01SCOTT FREDRICK
5012011-04-01SCOTT FREDRICK
5012010-04-01SCOTT FREDRICK
5012009-04-01SCOTT FREDRICK

Plan Statistics for PRIMCO INC HEALTH & WELFARE PLAN

401k plan membership statisitcs for PRIMCO INC HEALTH & WELFARE PLAN

Measure Date Value
2022: PRIMCO INC HEALTH & WELFARE PLAN 2022 401k membership
Total participants, beginning-of-year2022-04-010
Total number of active participants reported on line 7a of the Form 55002022-04-010
Total of all active and inactive participants2022-04-010
Total participants2022-04-010
2021: PRIMCO INC HEALTH & WELFARE PLAN 2021 401k membership
Total participants, beginning-of-year2021-04-01116
Total number of active participants reported on line 7a of the Form 55002021-04-010
Total of all active and inactive participants2021-04-010
Total participants2021-04-010
2020: PRIMCO INC HEALTH & WELFARE PLAN 2020 401k membership
Total participants, beginning-of-year2020-04-01111
Total number of active participants reported on line 7a of the Form 55002020-04-01116
Total of all active and inactive participants2020-04-01116
Total participants2020-04-01116
2019: PRIMCO INC HEALTH & WELFARE PLAN 2019 401k membership
Total participants, beginning-of-year2019-04-0199
Total number of active participants reported on line 7a of the Form 55002019-04-01111
Total of all active and inactive participants2019-04-01111
Total participants2019-04-01111
2018: PRIMCO INC HEALTH & WELFARE PLAN 2018 401k membership
Total participants, beginning-of-year2018-04-0192
Total number of active participants reported on line 7a of the Form 55002018-04-0199
Total of all active and inactive participants2018-04-0199
Total participants2018-04-0199
2017: PRIMCO INC HEALTH & WELFARE PLAN 2017 401k membership
Total participants, beginning-of-year2017-04-0189
Total number of active participants reported on line 7a of the Form 55002017-04-0192
Total of all active and inactive participants2017-04-0192
Total participants2017-04-0192
2016: PRIMCO INC HEALTH & WELFARE PLAN 2016 401k membership
Total participants, beginning-of-year2016-04-0189
Total number of active participants reported on line 7a of the Form 55002016-04-0189
Total of all active and inactive participants2016-04-0189
Total participants2016-04-0189
2014: PRIMCO INC HEALTH & WELFARE PLAN 2014 401k membership
Total participants, beginning-of-year2014-04-0191
Total number of active participants reported on line 7a of the Form 55002014-04-0189
Number of retired or separated participants receiving benefits2014-04-010
Number of other retired or separated participants entitled to future benefits2014-04-010
Total of all active and inactive participants2014-04-0189
Total participants2014-04-0189
2013: PRIMCO INC HEALTH & WELFARE PLAN 2013 401k membership
Total participants, beginning-of-year2013-04-01109
Total number of active participants reported on line 7a of the Form 55002013-04-0191
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 participants2013-04-0191
Total participants2013-04-0191
2012: PRIMCO INC HEALTH & WELFARE PLAN 2012 401k membership
Total participants, beginning-of-year2012-04-01114
Total number of active participants reported on line 7a of the Form 55002012-04-01109
Number of retired or separated participants receiving benefits2012-04-010
Number of other retired or separated participants entitled to future benefits2012-04-010
Total of all active and inactive participants2012-04-01109
Total participants2012-04-01109
2011: PRIMCO INC HEALTH & WELFARE PLAN 2011 401k membership
Total participants, beginning-of-year2011-04-01106
Total number of active participants reported on line 7a of the Form 55002011-04-01114
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 participants2011-04-01114
Total participants2011-04-01114
2010: PRIMCO INC HEALTH & WELFARE PLAN 2010 401k membership
Total participants, beginning-of-year2010-04-01105
Total number of active participants reported on line 7a of the Form 55002010-04-01106
Number of retired or separated participants receiving benefits2010-04-010
Number of other retired or separated participants entitled to future benefits2010-04-010
Total of all active and inactive participants2010-04-01106
Total participants2010-04-01106
2009: PRIMCO INC HEALTH & WELFARE PLAN 2009 401k membership
Total participants, beginning-of-year2009-04-01101
Total number of active participants reported on line 7a of the Form 55002009-04-01105
Number of retired or separated participants receiving benefits2009-04-010
Number of other retired or separated participants entitled to future benefits2009-04-010
Total of all active and inactive participants2009-04-01105
Total participants2009-04-01105

Financial Data on PRIMCO INC HEALTH & WELFARE PLAN

Measure Date Value
2023 : PRIMCO INC HEALTH & WELFARE PLAN 2023 401k financial data
Total plan liabilities at end of year2023-03-31$0
Total plan liabilities at beginning of year2023-03-31$0
Total income from all sources2023-03-31$3,743
Expenses. Total of all expenses incurred2023-03-31$46,260
Benefits paid (including direct rollovers)2023-03-31$41,914
Total plan assets at end of year2023-03-31$0
Total plan assets at beginning of year2023-03-31$42,517
Value of fidelity bond covering the plan2023-03-31$2,000,000
Expenses. Other expenses not covered elsewhere2023-03-31$3,384
Net income (gross income less expenses)2023-03-31$-42,517
Net plan assets at end of year (total assets less liabilities)2023-03-31$0
Net plan assets at beginning of year (total assets less liabilities)2023-03-31$42,517
Total contributions received or receivable from employer(s)2023-03-31$3,743
Expenses. Administrative service providers (salaries,fees and commissions)2023-03-31$962
2022 : PRIMCO INC HEALTH & WELFARE PLAN 2022 401k financial data
Total plan liabilities at end of year2022-03-31$0
Total plan liabilities at beginning of year2022-03-31$0
Total income from all sources2022-03-31$2,796,847
Expenses. Total of all expenses incurred2022-03-31$2,755,876
Benefits paid (including direct rollovers)2022-03-31$1,898,027
Total plan assets at end of year2022-03-31$42,517
Total plan assets at beginning of year2022-03-31$1,546
Value of fidelity bond covering the plan2022-03-31$2,000,000
Expenses. Other expenses not covered elsewhere2022-03-31$703,896
Other income received2022-03-31$5
Net income (gross income less expenses)2022-03-31$40,971
Net plan assets at end of year (total assets less liabilities)2022-03-31$42,517
Net plan assets at beginning of year (total assets less liabilities)2022-03-31$1,546
Total contributions received or receivable from employer(s)2022-03-31$2,796,842
Expenses. Administrative service providers (salaries,fees and commissions)2022-03-31$153,953
2021 : PRIMCO INC HEALTH & WELFARE PLAN 2021 401k financial data
Total income from all sources2021-03-31$2,297,448
Expenses. Total of all expenses incurred2021-03-31$2,318,609
Benefits paid (including direct rollovers)2021-03-31$1,327,274
Total plan assets at end of year2021-03-31$1,546
Total plan assets at beginning of year2021-03-31$22,707
Value of fidelity bond covering the plan2021-03-31$2,000,000
Expenses. Other expenses not covered elsewhere2021-03-31$837,344
Other income received2021-03-31$19
Net income (gross income less expenses)2021-03-31$-21,161
Net plan assets at end of year (total assets less liabilities)2021-03-31$1,546
Net plan assets at beginning of year (total assets less liabilities)2021-03-31$22,707
Total contributions received or receivable from employer(s)2021-03-31$2,297,429
Expenses. Administrative service providers (salaries,fees and commissions)2021-03-31$153,991
2020 : PRIMCO INC HEALTH & WELFARE PLAN 2020 401k financial data
Total plan liabilities at end of year2020-03-31$0
Total plan liabilities at beginning of year2020-03-31$0
Total income from all sources2020-03-31$1,727,615
Expenses. Total of all expenses incurred2020-03-31$1,715,105
Benefits paid (including direct rollovers)2020-03-31$808,593
Total plan assets at end of year2020-03-31$22,707
Total plan assets at beginning of year2020-03-31$10,197
Value of fidelity bond covering the plan2020-03-31$2,000,000
Expenses. Other expenses not covered elsewhere2020-03-31$816,046
Other income received2020-03-31$7
Net income (gross income less expenses)2020-03-31$12,510
Net plan assets at end of year (total assets less liabilities)2020-03-31$22,707
Net plan assets at beginning of year (total assets less liabilities)2020-03-31$10,197
Total contributions received or receivable from employer(s)2020-03-31$1,727,608
Expenses. Administrative service providers (salaries,fees and commissions)2020-03-31$90,466
2019 : PRIMCO INC HEALTH & WELFARE PLAN 2019 401k financial data
Total plan liabilities at end of year2019-03-31$0
Total plan liabilities at beginning of year2019-03-31$0
Total income from all sources2019-03-31$1,688,947
Expenses. Total of all expenses incurred2019-03-31$1,684,321
Benefits paid (including direct rollovers)2019-03-31$866,297
Total plan assets at end of year2019-03-31$10,197
Total plan assets at beginning of year2019-03-31$5,571
Value of fidelity bond covering the plan2019-03-31$2,000,000
Expenses. Other expenses not covered elsewhere2019-03-31$818,024
Other income received2019-03-31$18
Net income (gross income less expenses)2019-03-31$4,626
Net plan assets at end of year (total assets less liabilities)2019-03-31$10,197
Net plan assets at beginning of year (total assets less liabilities)2019-03-31$5,571
Total contributions received or receivable from employer(s)2019-03-31$1,688,929
2018 : PRIMCO INC HEALTH & WELFARE PLAN 2018 401k financial data
Transfers to/from the plan2018-03-31$0
Total plan liabilities at end of year2018-03-31$0
Total plan liabilities at beginning of year2018-03-31$0
Total income from all sources2018-03-31$1,859,264
Expenses. Total of all expenses incurred2018-03-31$1,885,150
Benefits paid (including direct rollovers)2018-03-31$1,109,189
Total plan assets at end of year2018-03-31$5,571
Total plan assets at beginning of year2018-03-31$31,457
Value of fidelity bond covering the plan2018-03-31$50,000
Expenses. Other expenses not covered elsewhere2018-03-31$775,961
Other income received2018-03-31$14
Net income (gross income less expenses)2018-03-31$-25,886
Net plan assets at end of year (total assets less liabilities)2018-03-31$5,571
Net plan assets at beginning of year (total assets less liabilities)2018-03-31$31,457
Total contributions received or receivable from employer(s)2018-03-31$1,859,250
2017 : PRIMCO INC HEALTH & WELFARE PLAN 2017 401k financial data
Total income from all sources2017-03-31$1,650,287
Expenses. Total of all expenses incurred2017-03-31$1,620,912
Benefits paid (including direct rollovers)2017-03-31$1,001,527
Total plan assets at end of year2017-03-31$31,457
Total plan assets at beginning of year2017-03-31$2,082
Value of fidelity bond covering the plan2017-03-31$50,000
Expenses. Other expenses not covered elsewhere2017-03-31$619,385
Other income received2017-03-31$8
Net income (gross income less expenses)2017-03-31$29,375
Net plan assets at end of year (total assets less liabilities)2017-03-31$31,457
Net plan assets at beginning of year (total assets less liabilities)2017-03-31$2,082
Total contributions received or receivable from employer(s)2017-03-31$1,650,279
2015 : PRIMCO INC HEALTH & WELFARE PLAN 2015 401k financial data
Transfers to/from the plan2015-03-31$0
Total income from all sources2015-03-31$1,638,470
Expenses. Total of all expenses incurred2015-03-31$1,598,444
Benefits paid (including direct rollovers)2015-03-31$1,529,869
Total plan assets at end of year2015-03-31$68,304
Total plan assets at beginning of year2015-03-31$28,278
Value of fidelity bond covering the plan2015-03-31$50,000
Contributions received from other sources (not participants or employers)2015-03-31$674
Other income received2015-03-31$8
Net income (gross income less expenses)2015-03-31$40,026
Net plan assets at end of year (total assets less liabilities)2015-03-31$68,304
Net plan assets at beginning of year (total assets less liabilities)2015-03-31$28,278
Total contributions received or receivable from employer(s)2015-03-31$1,637,788
Expenses. Administrative service providers (salaries,fees and commissions)2015-03-31$68,575
2014 : PRIMCO INC HEALTH & WELFARE PLAN 2014 401k financial data
Total plan liabilities at end of year2014-03-31$0
Total plan liabilities at beginning of year2014-03-31$0
Total income from all sources2014-03-31$1,758,490
Expenses. Total of all expenses incurred2014-03-31$1,766,001
Benefits paid (including direct rollovers)2014-03-31$1,711,504
Total plan assets at end of year2014-03-31$28,278
Total plan assets at beginning of year2014-03-31$35,789
Value of fidelity bond covering the plan2014-03-31$48,000
Other income received2014-03-31$145,729
Net income (gross income less expenses)2014-03-31$-7,511
Net plan assets at end of year (total assets less liabilities)2014-03-31$28,278
Net plan assets at beginning of year (total assets less liabilities)2014-03-31$35,789
Total contributions received or receivable from employer(s)2014-03-31$1,612,761
Expenses. Administrative service providers (salaries,fees and commissions)2014-03-31$54,497
2013 : PRIMCO INC HEALTH & WELFARE PLAN 2013 401k financial data
Transfers to/from the plan2013-03-31$0
Total plan liabilities at end of year2013-03-31$0
Total plan liabilities at beginning of year2013-03-31$0
Total income from all sources2013-03-31$1,721,268
Expenses. Total of all expenses incurred2013-03-31$1,807,785
Benefits paid (including direct rollovers)2013-03-31$1,753,141
Total plan assets at end of year2013-03-31$35,789
Total plan assets at beginning of year2013-03-31$122,306
Value of fidelity bond covering the plan2013-03-31$48,000
Other income received2013-03-31$12
Net income (gross income less expenses)2013-03-31$-86,517
Net plan assets at end of year (total assets less liabilities)2013-03-31$35,789
Net plan assets at beginning of year (total assets less liabilities)2013-03-31$122,306
Total contributions received or receivable from employer(s)2013-03-31$1,721,256
Expenses. Administrative service providers (salaries,fees and commissions)2013-03-31$54,644
2012 : PRIMCO INC HEALTH & WELFARE PLAN 2012 401k financial data
Total income from all sources2012-03-31$1,707,609
Expenses. Total of all expenses incurred2012-03-31$1,741,972
Benefits paid (including direct rollovers)2012-03-31$1,685,936
Total plan assets at end of year2012-03-31$122,306
Total plan assets at beginning of year2012-03-31$156,669
Value of fidelity bond covering the plan2012-03-31$48,000
Other income received2012-03-31$26
Net income (gross income less expenses)2012-03-31$-34,363
Net plan assets at end of year (total assets less liabilities)2012-03-31$122,306
Net plan assets at beginning of year (total assets less liabilities)2012-03-31$156,669
Total contributions received or receivable from employer(s)2012-03-31$1,707,583
Expenses. Administrative service providers (salaries,fees and commissions)2012-03-31$56,036
2011 : PRIMCO INC HEALTH & WELFARE PLAN 2011 401k financial data
Total plan liabilities at end of year2011-03-31$0
Total plan liabilities at beginning of year2011-03-31$0
Total income from all sources2011-03-31$1,502,400
Expenses. Total of all expenses incurred2011-03-31$1,456,884
Benefits paid (including direct rollovers)2011-03-31$1,140,582
Total plan assets at end of year2011-03-31$156,669
Total plan assets at beginning of year2011-03-31$111,153
Value of fidelity bond covering the plan2011-03-31$48,000
Expenses. Other expenses not covered elsewhere2011-03-31$5,166
Other income received2011-03-31$85
Net income (gross income less expenses)2011-03-31$45,516
Net plan assets at end of year (total assets less liabilities)2011-03-31$156,669
Net plan assets at beginning of year (total assets less liabilities)2011-03-31$111,153
Total contributions received or receivable from employer(s)2011-03-31$1,502,315
Expenses. Administrative service providers (salaries,fees and commissions)2011-03-31$311,136

Form 5500 Responses for PRIMCO INC HEALTH & WELFARE PLAN

2022: PRIMCO INC HEALTH & WELFARE PLAN 2022 form 5500 responses
2022-04-01Type of plan entitySingle employer plan
2022-04-01Submission has been amendedNo
2022-04-01This submission is the final filingYes
2022-04-01This return/report is a short plan year return/report (less than 12 months)No
2022-04-01Plan is a collectively bargained planNo
2022-04-01Plan funding arrangement – InsuranceYes
2022-04-01Plan funding arrangement – TrustYes
2022-04-01Plan benefit arrangement – InsuranceYes
2022-04-01Plan benefit arrangement - TrustYes
2021: PRIMCO INC HEALTH & WELFARE PLAN 2021 form 5500 responses
2021-04-01Type of plan entitySingle employer plan
2021-04-01Submission has been amendedNo
2021-04-01This submission is the final filingNo
2021-04-01This return/report is a short plan year return/report (less than 12 months)No
2021-04-01Plan is a collectively bargained planNo
2021-04-01Plan funding arrangement – InsuranceYes
2021-04-01Plan funding arrangement – TrustYes
2021-04-01Plan benefit arrangement – InsuranceYes
2021-04-01Plan benefit arrangement - TrustYes
2020: PRIMCO INC HEALTH & WELFARE PLAN 2020 form 5500 responses
2020-04-01Type of plan entitySingle employer plan
2020-04-01Submission has been amendedNo
2020-04-01This submission is the final filingNo
2020-04-01This return/report is a short plan year return/report (less than 12 months)No
2020-04-01Plan is a collectively bargained planNo
2020-04-01Plan funding arrangement – InsuranceYes
2020-04-01Plan funding arrangement – TrustYes
2020-04-01Plan benefit arrangement – InsuranceYes
2020-04-01Plan benefit arrangement - TrustYes
2019: PRIMCO INC HEALTH & WELFARE PLAN 2019 form 5500 responses
2019-04-01Type of plan entitySingle employer plan
2019-04-01Submission has been amendedNo
2019-04-01This submission is the final filingNo
2019-04-01This return/report is a short plan year return/report (less than 12 months)No
2019-04-01Plan is a collectively bargained planNo
2019-04-01Plan funding arrangement – InsuranceYes
2019-04-01Plan funding arrangement – TrustYes
2019-04-01Plan benefit arrangement – InsuranceYes
2019-04-01Plan benefit arrangement - TrustYes
2018: PRIMCO INC HEALTH & WELFARE PLAN 2018 form 5500 responses
2018-04-01Type of plan entitySingle employer plan
2018-04-01Submission has been amendedNo
2018-04-01This submission is the final filingNo
2018-04-01This return/report is a short plan year return/report (less than 12 months)No
2018-04-01Plan is a collectively bargained planNo
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: PRIMCO INC HEALTH & WELFARE PLAN 2017 form 5500 responses
2017-04-01Type of plan entitySingle employer plan
2017-04-01Submission has been amendedNo
2017-04-01This submission is the final filingNo
2017-04-01This return/report is a short plan year return/report (less than 12 months)No
2017-04-01Plan is a collectively bargained planNo
2017-04-01Plan funding arrangement – InsuranceYes
2017-04-01Plan funding arrangement – TrustYes
2017-04-01Plan benefit arrangement – InsuranceYes
2017-04-01Plan benefit arrangement - TrustYes
2016: PRIMCO INC HEALTH & WELFARE PLAN 2016 form 5500 responses
2016-04-01Type of plan entitySingle employer plan
2016-04-01Submission has been amendedNo
2016-04-01This submission is the final filingNo
2016-04-01This return/report is a short plan year return/report (less than 12 months)No
2016-04-01Plan is a collectively bargained planNo
2016-04-01Plan funding arrangement – InsuranceYes
2016-04-01Plan funding arrangement – TrustYes
2016-04-01Plan benefit arrangement – InsuranceYes
2016-04-01Plan benefit arrangement - TrustYes
2014: PRIMCO INC HEALTH & WELFARE PLAN 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: PRIMCO INC HEALTH & WELFARE PLAN 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: PRIMCO INC HEALTH & WELFARE PLAN 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: PRIMCO INC HEALTH & WELFARE PLAN 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: PRIMCO INC HEALTH & WELFARE PLAN 2010 form 5500 responses
2010-04-01Type of plan entitySingle employer plan
2010-04-01Submission has been amendedNo
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: PRIMCO INC HEALTH & WELFARE PLAN 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

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number0000010029590
Policy instance 1
Insurance contract or identification number0000010029590
Number of Individuals Covered0
Insurance policy start date2021-04-01
Insurance policy end date2022-03-31
Total amount of commissions paid to insurance brokerUSD $744
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating 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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
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
Welfare Benefit Premiums Paid to CarrierUSD $4,887
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $744
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 )
Policy contract number00471940
Policy instance 2
Insurance contract or identification number00471940
Number of Individuals Covered0
Insurance policy start date2021-04-01
Insurance policy end date2022-03-31
Total amount of commissions paid to insurance brokerUSD $19,956
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating 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 BenefitNo
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitYes
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
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
Commission paid to Insurance BrokerUSD $200,167
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number0000010029590
Policy instance 1
Insurance contract or identification number677447G
Number of Individuals Covered483
Insurance policy start date2018-07-01
Insurance policy end date2019-06-30
Total amount of commissions paid to insurance brokerUSD $14,609
Total amount of fees paid to insurance companyUSD $1,483
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating 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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitYes
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedAD&D
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $125,313
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $14,609
Amount paid for insurance broker fees1483
Additional information about fees paid to insurance brokerADMINISTRATIVE & OTHER FEES
Insurance broker organization code?3
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 )
Policy contract number00471940
Policy instance 2
Insurance contract or identification number00471940
Number of Individuals Covered116
Insurance policy start date2020-04-01
Insurance policy end date2021-03-31
Total amount of commissions paid to insurance brokerUSD $23,947
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating 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 BenefitNo
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitYes
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
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
Welfare Benefit Premiums Paid to CarrierUSD $240,200
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $240,200
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number0000010029590
Policy instance 1
Insurance contract or identification number0000010029590
Number of Individuals Covered111
Insurance policy start date2019-04-01
Insurance policy end date2020-03-31
Total amount of commissions paid to insurance brokerUSD $958
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating 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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
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
Welfare Benefit Premiums Paid to CarrierUSD $6,388
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $958
Amount paid for insurance broker fees0
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 )
Policy contract number00471940
Policy instance 2
Insurance contract or identification number00471940
Number of Individuals Covered111
Insurance policy start date2019-04-01
Insurance policy end date2020-03-31
Total amount of commissions paid to insurance brokerUSD $23,477
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating 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 BenefitNo
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitYes
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
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
Welfare Benefit Premiums Paid to CarrierUSD $240,200
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $240,200
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number1002590
Policy instance 1
Insurance contract or identification number1002590
Number of Individuals Covered99
Insurance policy start date2018-04-01
Insurance policy end date2019-03-31
Total amount of commissions paid to insurance brokerUSD $723
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating 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 BenefitNo
Dental Insurance Welfare BenefitNo
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
Commission paid to Insurance BrokerUSD $65,094
Insurance broker organization code?3
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 )
Policy contract number00471940
Policy instance 2
Insurance contract or identification number00471940
Number of Individuals Covered99
Insurance policy start date2018-04-01
Insurance policy end date2019-03-31
Total amount of commissions paid to insurance brokerUSD $30,742
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating 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 BenefitYes
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
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
Welfare Benefit Premiums Paid to CarrierUSD $767,640
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number1002590
Policy instance 1
Insurance contract or identification number1002590
Number of Individuals Covered92
Insurance policy start date2017-04-01
Insurance policy end date2018-03-31
Total amount of commissions paid to insurance brokerUSD $723
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating 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 BenefitNo
Dental Insurance Welfare BenefitNo
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
Welfare Benefit Premiums Paid to CarrierUSD $561,018
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $44,750
Insurance broker organization code?3
Insurance broker nameVERASOURCE

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