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T.A. KAISER HEATING & AIR, INC. 401k Plan overview

Plan NameT.A. KAISER HEATING & AIR, INC.
Plan identification number 501

T.A. KAISER HEATING & AIR, INC. Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Health (other than dental or vision)
  • Life insurance
  • Dental
  • Vision
  • Temporary disability (accident and sickness)

401k Sponsoring company profile

T. A. KAISER HEATING & AIR, INC. has sponsored the creation of one or more 401k plans.

Company Name:T. A. KAISER HEATING & AIR, INC.
Employer identification number (EIN):351720782
NAIC Classification:811310
NAIC Description:Commercial and Industrial Machinery and Equipment (except Automotive and Electronic) Repair and Maintenance

Form 5500 Filing Information

Submission information for form 5500 for 401k plan T.A. KAISER HEATING & AIR, INC.

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5012017-10-01CHRIS TUELL2019-05-22
5012016-10-01
5012015-10-01
5012014-10-01
5012013-10-01

Plan Statistics for T.A. KAISER HEATING & AIR, INC.

401k plan membership statisitcs for T.A. KAISER HEATING & AIR, INC.

Measure Date Value
2017: T.A. KAISER HEATING & AIR, INC. 2017 401k membership
Total participants, beginning-of-year2017-10-01146
Total number of active participants reported on line 7a of the Form 55002017-10-01150
Total of all active and inactive participants2017-10-01150
2016: T.A. KAISER HEATING & AIR, INC. 2016 401k membership
Total participants, beginning-of-year2016-10-01119
Total number of active participants reported on line 7a of the Form 55002016-10-01146
Total of all active and inactive participants2016-10-01146
2015: T.A. KAISER HEATING & AIR, INC. 2015 401k membership
Total participants, beginning-of-year2015-10-01121
Total number of active participants reported on line 7a of the Form 55002015-10-01119
Number of retired or separated participants receiving benefits2015-10-010
Number of other retired or separated participants entitled to future benefits2015-10-010
Total of all active and inactive participants2015-10-01119
2014: T.A. KAISER HEATING & AIR, INC. 2014 401k membership
Total participants, beginning-of-year2014-10-01118
Total number of active participants reported on line 7a of the Form 55002014-10-01121
Number of retired or separated participants receiving benefits2014-10-010
Number of other retired or separated participants entitled to future benefits2014-10-010
Total of all active and inactive participants2014-10-01121
2013: T.A. KAISER HEATING & AIR, INC. 2013 401k membership
Total participants, beginning-of-year2013-10-01102
Total number of active participants reported on line 7a of the Form 55002013-10-01118
Total of all active and inactive participants2013-10-01118

Form 5500 Responses for T.A. KAISER HEATING & AIR, INC.

2017: T.A. KAISER HEATING & AIR, INC. 2017 form 5500 responses
2017-10-01Type of plan entitySingle employer plan
2017-10-01Plan funding arrangement – InsuranceYes
2017-10-01Plan funding arrangement – General assets of the sponsorYes
2017-10-01Plan benefit arrangement – InsuranceYes
2017-10-01Plan benefit arrangement – General assets of the sponsorYes
2016: T.A. KAISER HEATING & AIR, INC. 2016 form 5500 responses
2016-10-01Type of plan entitySingle employer plan
2016-10-01Plan funding arrangement – InsuranceYes
2016-10-01Plan funding arrangement – General assets of the sponsorYes
2016-10-01Plan benefit arrangement – InsuranceYes
2016-10-01Plan benefit arrangement – General assets of the sponsorYes
2015: T.A. KAISER HEATING & AIR, INC. 2015 form 5500 responses
2015-10-01Type of plan entitySingle employer plan
2015-10-01Plan funding arrangement – InsuranceYes
2015-10-01Plan funding arrangement – General assets of the sponsorYes
2015-10-01Plan benefit arrangement – InsuranceYes
2015-10-01Plan benefit arrangement – General assets of the sponsorYes
2014: T.A. KAISER HEATING & AIR, INC. 2014 form 5500 responses
2014-10-01Type of plan entitySingle employer plan
2014-10-01Plan funding arrangement – InsuranceYes
2014-10-01Plan funding arrangement – General assets of the sponsorYes
2014-10-01Plan benefit arrangement – InsuranceYes
2014-10-01Plan benefit arrangement – General assets of the sponsorYes
2013: T.A. KAISER HEATING & AIR, INC. 2013 form 5500 responses
2013-10-01Type of plan entitySingle employer plan
2013-10-01First time form 5500 has been submittedYes
2013-10-01Plan funding arrangement – InsuranceYes
2013-10-01Plan funding arrangement – General assets of the sponsorYes
2013-10-01Plan benefit arrangement – InsuranceYes
2013-10-01Plan benefit arrangement – General assets of the sponsorYes

Insurance Providers Used on plan

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number1047364
Policy instance 1
Insurance contract or identification number1047364
Number of Individuals Covered192
Insurance policy start date2017-10-01
Insurance policy end date2018-09-30
Total amount of commissions paid to insurance brokerUSD $12,417
Total amount of fees paid to insurance companyUSD $908
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitYes
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $102,408
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HCC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 92711 )
Policy contract numberHCL30675
Policy instance 2
Insurance contract or identification numberHCL30675
Number of Individuals Covered150
Insurance policy start date2017-10-01
Insurance policy end date2018-09-30
Total amount of commissions paid to insurance brokerUSD $4,003
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $319,334
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
ANTHEM INSURANCE COMPANIES, INC (National Association of Insurance Commissioners NAIC id number: 28207 )
Policy contract number00111770
Policy instance 3
Insurance contract or identification number00111770
Insurance policy start date2017-10-01
Insurance policy end date2018-09-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
COLONIAL LIFE & ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62049 )
Policy contract numberE4386355
Policy instance 5
Insurance contract or identification numberE4386355
Number of Individuals Covered4
Insurance policy start date2017-10-01
Insurance policy end date2018-09-30
Total amount of commissions paid to insurance brokerUSD $127
Total amount of fees paid to insurance companyUSD $0
Long Term Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $2,625
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
COLONIAL LIFE & ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62049 )
Policy contract numberE4386363
Policy instance 4
Insurance contract or identification numberE4386363
Number of Individuals Covered22
Insurance policy start date2017-10-01
Insurance policy end date2018-09-30
Total amount of commissions paid to insurance brokerUSD $515
Total amount of fees paid to insurance companyUSD $0
Temporary Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $15,785
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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