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MCANDREWS, HELD AND MALLOY, LTD EMPLOYEE BENEFITS PLAN 401k Plan overview

Plan NameMCANDREWS, HELD AND MALLOY, LTD EMPLOYEE BENEFITS PLAN
Plan identification number 502

MCANDREWS, HELD AND MALLOY, LTD EMPLOYEE BENEFITS PLAN Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Health (other than dental or vision)
  • Life insurance
  • Dental
  • Vision
  • Long-term disability cover
  • Death benefits (include travel accident but not life insurance)
  • Other welfare benefit cover

401k Sponsoring company profile

MCANDREWS, HELD & MALLOY, LTD. has sponsored the creation of one or more 401k plans.

Company Name:MCANDREWS, HELD & MALLOY, LTD.
Employer identification number (EIN):363592692
NAIC Classification:541190

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MCANDREWS, HELD AND MALLOY, LTD EMPLOYEE BENEFITS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5022022-01-01DEBORAH LAUGHTON2023-07-17
5022021-01-01DEBORAH LAUGHTON2022-07-11
5022020-01-01DEBRA A. LIETZ2021-07-12
5022019-01-01DEBRA A. LIETZ2020-07-17
5022018-03-01DEBI LIETZ2019-07-29
5022017-03-01
5022017-03-01DEBI LIETZ2019-07-29
5022016-03-01DEBRA A. LIETZ
5022015-03-01DEBRA LIETZ
5022014-03-01DEBRA LIETZ
5022013-03-01DEBRA LIETZ
5022012-03-01DEBRA LIETZ
5022011-03-01DEBRA LIETZ
5022009-03-01DEBRA LIETZ
5022008-03-01DEBRA LIETZ
5022007-03-01DEBRA LIETZ
5022006-03-01DEBRA LIETZ
5022006-02-01DEBRA LIETZ
5022005-02-01DEBRA LIETZ
5022004-02-01DEBRA LIETZ
5022003-02-01DEBRA LIETZ
5022002-02-01DEBRA LIETZ
5022001-02-01DEBRA LIETZ
5022000-02-01DEBRA LIETZ
5021999-02-01DEBRA LIETZ
5021998-02-01DEBRA LIETZ
5021997-02-01DEBRA LIETZ

Plan Statistics for MCANDREWS, HELD AND MALLOY, LTD EMPLOYEE BENEFITS PLAN

401k plan membership statisitcs for MCANDREWS, HELD AND MALLOY, LTD EMPLOYEE BENEFITS PLAN

Measure Date Value
2022: MCANDREWS, HELD AND MALLOY, LTD EMPLOYEE BENEFITS PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01120
Total number of active participants reported on line 7a of the Form 55002022-01-01127
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-010
Total of all active and inactive participants2022-01-01127
Number of employers contributing to the scheme2022-01-010
2021: MCANDREWS, HELD AND MALLOY, LTD EMPLOYEE BENEFITS PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01131
Total number of active participants reported on line 7a of the Form 55002021-01-01120
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-010
Total of all active and inactive participants2021-01-01120
Number of employers contributing to the scheme2021-01-010
2020: MCANDREWS, HELD AND MALLOY, LTD EMPLOYEE BENEFITS PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01130
Total number of active participants reported on line 7a of the Form 55002020-01-01131
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-010
Total of all active and inactive participants2020-01-01131
Number of employers contributing to the scheme2020-01-010
2019: MCANDREWS, HELD AND MALLOY, LTD EMPLOYEE BENEFITS PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01129
Total number of active participants reported on line 7a of the Form 55002019-01-01130
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-010
Total of all active and inactive participants2019-01-01130
Number of employers contributing to the scheme2019-01-010
2018: MCANDREWS, HELD AND MALLOY, LTD EMPLOYEE BENEFITS PLAN 2018 401k membership
Total participants, beginning-of-year2018-03-01135
Total number of active participants reported on line 7a of the Form 55002018-03-01129
Number of retired or separated participants receiving benefits2018-03-010
Number of other retired or separated participants entitled to future benefits2018-03-010
Total of all active and inactive participants2018-03-01129
Number of employers contributing to the scheme2018-03-010
2017: MCANDREWS, HELD AND MALLOY, LTD EMPLOYEE BENEFITS PLAN 2017 401k membership
Total participants, beginning-of-year2017-03-01133
Total number of active participants reported on line 7a of the Form 55002017-03-01135
Number of retired or separated participants receiving benefits2017-03-010
Number of other retired or separated participants entitled to future benefits2017-03-010
Total of all active and inactive participants2017-03-01135
Number of employers contributing to the scheme2017-03-010
2016: MCANDREWS, HELD AND MALLOY, LTD EMPLOYEE BENEFITS PLAN 2016 401k membership
Total participants, beginning-of-year2016-03-01134
Total number of active participants reported on line 7a of the Form 55002016-03-01133
Number of retired or separated participants receiving benefits2016-03-010
Number of other retired or separated participants entitled to future benefits2016-03-010
Total of all active and inactive participants2016-03-01133
2015: MCANDREWS, HELD AND MALLOY, LTD EMPLOYEE BENEFITS PLAN 2015 401k membership
Total participants, beginning-of-year2015-03-01130
Total number of active participants reported on line 7a of the Form 55002015-03-01134
Number of retired or separated participants receiving benefits2015-03-010
Number of other retired or separated participants entitled to future benefits2015-03-010
Total of all active and inactive participants2015-03-01134
2014: MCANDREWS, HELD AND MALLOY, LTD EMPLOYEE BENEFITS PLAN 2014 401k membership
Total participants, beginning-of-year2014-03-01138
Total number of active participants reported on line 7a of the Form 55002014-03-01130
Number of retired or separated participants receiving benefits2014-03-011
Number of other retired or separated participants entitled to future benefits2014-03-010
Total of all active and inactive participants2014-03-01131
2013: MCANDREWS, HELD AND MALLOY, LTD EMPLOYEE BENEFITS PLAN 2013 401k membership
Total participants, beginning-of-year2013-03-01156
Total number of active participants reported on line 7a of the Form 55002013-03-01135
Number of retired or separated participants receiving benefits2013-03-010
Number of other retired or separated participants entitled to future benefits2013-03-010
Total of all active and inactive participants2013-03-01135
2012: MCANDREWS, HELD AND MALLOY, LTD EMPLOYEE BENEFITS PLAN 2012 401k membership
Total participants, beginning-of-year2012-03-01165
Total number of active participants reported on line 7a of the Form 55002012-03-01157
Number of retired or separated participants receiving benefits2012-03-010
Number of other retired or separated participants entitled to future benefits2012-03-010
Total of all active and inactive participants2012-03-01157
2011: MCANDREWS, HELD AND MALLOY, LTD EMPLOYEE BENEFITS PLAN 2011 401k membership
Total participants, beginning-of-year2011-03-01196
Total number of active participants reported on line 7a of the Form 55002011-03-01165
Number of retired or separated participants receiving benefits2011-03-010
Number of other retired or separated participants entitled to future benefits2011-03-010
Total of all active and inactive participants2011-03-01165
2009: MCANDREWS, HELD AND MALLOY, LTD EMPLOYEE BENEFITS PLAN 2009 401k membership
Total participants, beginning-of-year2009-03-01180
Total number of active participants reported on line 7a of the Form 55002009-03-01198
Number of retired or separated participants receiving benefits2009-03-010
Number of other retired or separated participants entitled to future benefits2009-03-010
Total of all active and inactive participants2009-03-01198
2008: MCANDREWS, HELD AND MALLOY, LTD EMPLOYEE BENEFITS PLAN 2008 401k membership
Total participants, beginning-of-year2008-03-01177
Total number of active participants reported on line 7a of the Form 55002008-03-01180
Number of retired or separated participants receiving benefits2008-03-010
Number of other retired or separated participants entitled to future benefits2008-03-010
Total of all active and inactive participants2008-03-01180
2007: MCANDREWS, HELD AND MALLOY, LTD EMPLOYEE BENEFITS PLAN 2007 401k membership
Total participants, beginning-of-year2007-03-01171
Total number of active participants reported on line 7a of the Form 55002007-03-01177
Number of retired or separated participants receiving benefits2007-03-010
Number of other retired or separated participants entitled to future benefits2007-03-010
Total of all active and inactive participants2007-03-01177
2006: MCANDREWS, HELD AND MALLOY, LTD EMPLOYEE BENEFITS PLAN 2006 401k membership
Total participants, beginning-of-year2006-03-01180
Total number of active participants reported on line 7a of the Form 55002006-03-01171
Number of retired or separated participants receiving benefits2006-03-010
Number of other retired or separated participants entitled to future benefits2006-03-010
Total of all active and inactive participants2006-03-01171
Total participants, beginning-of-year2006-02-01180
Total number of active participants reported on line 7a of the Form 55002006-02-01180
Number of retired or separated participants receiving benefits2006-02-010
Number of other retired or separated participants entitled to future benefits2006-02-010
Total of all active and inactive participants2006-02-01180
2005: MCANDREWS, HELD AND MALLOY, LTD EMPLOYEE BENEFITS PLAN 2005 401k membership
Total participants, beginning-of-year2005-02-01170
Total number of active participants reported on line 7a of the Form 55002005-02-01180
Number of retired or separated participants receiving benefits2005-02-010
Number of other retired or separated participants entitled to future benefits2005-02-010
Total of all active and inactive participants2005-02-01180
2004: MCANDREWS, HELD AND MALLOY, LTD EMPLOYEE BENEFITS PLAN 2004 401k membership
Total participants, beginning-of-year2004-02-01164
Total number of active participants reported on line 7a of the Form 55002004-02-01170
Number of retired or separated participants receiving benefits2004-02-010
Number of other retired or separated participants entitled to future benefits2004-02-010
Total of all active and inactive participants2004-02-01170
2003: MCANDREWS, HELD AND MALLOY, LTD EMPLOYEE BENEFITS PLAN 2003 401k membership
Total participants, beginning-of-year2003-02-01160
Total number of active participants reported on line 7a of the Form 55002003-02-01164
Number of retired or separated participants receiving benefits2003-02-010
Number of other retired or separated participants entitled to future benefits2003-02-010
Total of all active and inactive participants2003-02-01164
2002: MCANDREWS, HELD AND MALLOY, LTD EMPLOYEE BENEFITS PLAN 2002 401k membership
Total participants, beginning-of-year2002-02-01152
Total number of active participants reported on line 7a of the Form 55002002-02-01160
Number of retired or separated participants receiving benefits2002-02-010
Number of other retired or separated participants entitled to future benefits2002-02-010
Total of all active and inactive participants2002-02-01160
2001: MCANDREWS, HELD AND MALLOY, LTD EMPLOYEE BENEFITS PLAN 2001 401k membership
Total participants, beginning-of-year2001-02-01135
Total number of active participants reported on line 7a of the Form 55002001-02-01152
Number of retired or separated participants receiving benefits2001-02-010
Number of other retired or separated participants entitled to future benefits2001-02-010
Total of all active and inactive participants2001-02-01152
2000: MCANDREWS, HELD AND MALLOY, LTD EMPLOYEE BENEFITS PLAN 2000 401k membership
Total participants, beginning-of-year2000-02-01133
Total number of active participants reported on line 7a of the Form 55002000-02-01135
Number of retired or separated participants receiving benefits2000-02-010
Number of other retired or separated participants entitled to future benefits2000-02-010
Total of all active and inactive participants2000-02-01135
1999: MCANDREWS, HELD AND MALLOY, LTD EMPLOYEE BENEFITS PLAN 1999 401k membership
Total participants, beginning-of-year1999-02-01125
Total number of active participants reported on line 7a of the Form 55001999-02-01133
Number of retired or separated participants receiving benefits1999-02-010
Number of other retired or separated participants entitled to future benefits1999-02-010
Total of all active and inactive participants1999-02-01133
1998: MCANDREWS, HELD AND MALLOY, LTD EMPLOYEE BENEFITS PLAN 1998 401k membership
Total participants, beginning-of-year1998-02-01120
Total number of active participants reported on line 7a of the Form 55001998-02-01125
Number of retired or separated participants receiving benefits1998-02-010
Number of other retired or separated participants entitled to future benefits1998-02-010
Total of all active and inactive participants1998-02-01125
1997: MCANDREWS, HELD AND MALLOY, LTD EMPLOYEE BENEFITS PLAN 1997 401k membership
Total participants, beginning-of-year1997-02-01100
Total number of active participants reported on line 7a of the Form 55001997-02-01120
Number of retired or separated participants receiving benefits1997-02-010
Number of other retired or separated participants entitled to future benefits1997-02-010
Total of all active and inactive participants1997-02-01120

Form 5500 Responses for MCANDREWS, HELD AND MALLOY, LTD EMPLOYEE BENEFITS PLAN

2022: MCANDREWS, HELD AND MALLOY, LTD EMPLOYEE BENEFITS PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – General assets of the sponsorYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement – General assets of the sponsorYes
2021: MCANDREWS, HELD AND MALLOY, LTD EMPLOYEE BENEFITS PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan benefit arrangement – InsuranceYes
2020: MCANDREWS, HELD AND MALLOY, LTD EMPLOYEE BENEFITS PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan benefit arrangement – InsuranceYes
2019: MCANDREWS, HELD AND MALLOY, LTD EMPLOYEE BENEFITS PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan benefit arrangement – InsuranceYes
2018: MCANDREWS, HELD AND MALLOY, LTD EMPLOYEE BENEFITS PLAN 2018 form 5500 responses
2018-03-01Type of plan entitySingle employer plan
2018-03-01This return/report is a short plan year return/report (less than 12 months)Yes
2018-03-01Plan funding arrangement – InsuranceYes
2018-03-01Plan benefit arrangement – InsuranceYes
2017: MCANDREWS, HELD AND MALLOY, LTD EMPLOYEE BENEFITS PLAN 2017 form 5500 responses
2017-03-01Type of plan entitySingle employer plan
2017-03-01Submission has been amendedYes
2017-03-01Plan funding arrangement – InsuranceYes
2017-03-01Plan benefit arrangement – InsuranceYes
2016: MCANDREWS, HELD AND MALLOY, LTD EMPLOYEE BENEFITS PLAN 2016 form 5500 responses
2016-03-01Type of plan entitySingle employer plan
2016-03-01Submission has been amendedNo
2016-03-01This submission is the final filingNo
2016-03-01This return/report is a short plan year return/report (less than 12 months)No
2016-03-01Plan is a collectively bargained planNo
2016-03-01Plan funding arrangement – InsuranceYes
2016-03-01Plan benefit arrangement – InsuranceYes
2015: MCANDREWS, HELD AND MALLOY, LTD EMPLOYEE BENEFITS PLAN 2015 form 5500 responses
2015-03-01Type of plan entitySingle employer plan
2015-03-01Submission has been amendedNo
2015-03-01This submission is the final filingNo
2015-03-01This return/report is a short plan year return/report (less than 12 months)No
2015-03-01Plan is a collectively bargained planNo
2015-03-01Plan funding arrangement – InsuranceYes
2015-03-01Plan benefit arrangement – InsuranceYes
2014: MCANDREWS, HELD AND MALLOY, LTD EMPLOYEE BENEFITS PLAN 2014 form 5500 responses
2014-03-01Type of plan entitySingle employer plan
2014-03-01Submission has been amendedNo
2014-03-01This submission is the final filingNo
2014-03-01This return/report is a short plan year return/report (less than 12 months)No
2014-03-01Plan is a collectively bargained planNo
2014-03-01Plan funding arrangement – InsuranceYes
2014-03-01Plan benefit arrangement – InsuranceYes
2013: MCANDREWS, HELD AND MALLOY, LTD EMPLOYEE BENEFITS PLAN 2013 form 5500 responses
2013-03-01Type of plan entitySingle employer plan
2013-03-01Submission has been amendedNo
2013-03-01This submission is the final filingNo
2013-03-01This return/report is a short plan year return/report (less than 12 months)No
2013-03-01Plan is a collectively bargained planNo
2013-03-01Plan funding arrangement – InsuranceYes
2013-03-01Plan benefit arrangement – InsuranceYes
2012: MCANDREWS, HELD AND MALLOY, LTD EMPLOYEE BENEFITS PLAN 2012 form 5500 responses
2012-03-01Type of plan entitySingle employer plan
2012-03-01Submission has been amendedNo
2012-03-01This submission is the final filingNo
2012-03-01This return/report is a short plan year return/report (less than 12 months)No
2012-03-01Plan is a collectively bargained planNo
2012-03-01Plan funding arrangement – InsuranceYes
2012-03-01Plan benefit arrangement – InsuranceYes
2011: MCANDREWS, HELD AND MALLOY, LTD EMPLOYEE BENEFITS PLAN 2011 form 5500 responses
2011-03-01Type of plan entitySingle employer plan
2011-03-01Submission has been amendedNo
2011-03-01This submission is the final filingNo
2011-03-01This return/report is a short plan year return/report (less than 12 months)No
2011-03-01Plan is a collectively bargained planNo
2011-03-01Plan funding arrangement – InsuranceYes
2011-03-01Plan benefit arrangement – InsuranceYes
2009: MCANDREWS, HELD AND MALLOY, LTD EMPLOYEE BENEFITS PLAN 2009 form 5500 responses
2009-03-01Type of plan entitySingle employer plan
2009-03-01Submission has been amendedNo
2009-03-01This submission is the final filingNo
2009-03-01This return/report is a short plan year return/report (less than 12 months)No
2009-03-01Plan is a collectively bargained planNo
2009-03-01Plan funding arrangement – InsuranceYes
2009-03-01Plan benefit arrangement – InsuranceYes
2008: MCANDREWS, HELD AND MALLOY, LTD EMPLOYEE BENEFITS PLAN 2008 form 5500 responses
2008-03-01Type of plan entitySingle employer plan
2008-03-01Submission has been amendedNo
2008-03-01This submission is the final filingNo
2008-03-01This return/report is a short plan year return/report (less than 12 months)No
2008-03-01Plan is a collectively bargained planNo
2008-03-01Plan funding arrangement – InsuranceYes
2008-03-01Plan benefit arrangement – InsuranceYes
2007: MCANDREWS, HELD AND MALLOY, LTD EMPLOYEE BENEFITS PLAN 2007 form 5500 responses
2007-03-01Type of plan entitySingle employer plan
2007-03-01Submission has been amendedNo
2007-03-01This submission is the final filingNo
2007-03-01This return/report is a short plan year return/report (less than 12 months)No
2007-03-01Plan is a collectively bargained planNo
2007-03-01Plan funding arrangement – InsuranceYes
2007-03-01Plan benefit arrangement – InsuranceYes
2006: MCANDREWS, HELD AND MALLOY, LTD EMPLOYEE BENEFITS PLAN 2006 form 5500 responses
2006-03-01Type of plan entitySingle employer plan
2006-03-01Submission has been amendedNo
2006-03-01This submission is the final filingNo
2006-03-01This return/report is a short plan year return/report (less than 12 months)No
2006-03-01Plan is a collectively bargained planNo
2006-03-01Plan funding arrangement – InsuranceYes
2006-03-01Plan benefit arrangement – InsuranceYes
2006-02-01Type of plan entitySingle employer plan
2006-02-01Submission has been amendedNo
2006-02-01This submission is the final filingNo
2006-02-01This return/report is a short plan year return/report (less than 12 months)No
2006-02-01Plan is a collectively bargained planNo
2006-02-01Plan funding arrangement – InsuranceYes
2006-02-01Plan benefit arrangement – InsuranceYes
2005: MCANDREWS, HELD AND MALLOY, LTD EMPLOYEE BENEFITS PLAN 2005 form 5500 responses
2005-02-01Type of plan entitySingle employer plan
2005-02-01Submission has been amendedNo
2005-02-01This submission is the final filingNo
2005-02-01This return/report is a short plan year return/report (less than 12 months)No
2005-02-01Plan is a collectively bargained planNo
2005-02-01Plan funding arrangement – InsuranceYes
2005-02-01Plan benefit arrangement – InsuranceYes
2004: MCANDREWS, HELD AND MALLOY, LTD EMPLOYEE BENEFITS PLAN 2004 form 5500 responses
2004-02-01Type of plan entitySingle employer plan
2004-02-01Submission has been amendedNo
2004-02-01This submission is the final filingNo
2004-02-01This return/report is a short plan year return/report (less than 12 months)No
2004-02-01Plan is a collectively bargained planNo
2004-02-01Plan funding arrangement – InsuranceYes
2004-02-01Plan benefit arrangement – InsuranceYes
2003: MCANDREWS, HELD AND MALLOY, LTD EMPLOYEE BENEFITS PLAN 2003 form 5500 responses
2003-02-01Type of plan entitySingle employer plan
2003-02-01Submission has been amendedNo
2003-02-01This submission is the final filingNo
2003-02-01This return/report is a short plan year return/report (less than 12 months)No
2003-02-01Plan is a collectively bargained planNo
2003-02-01Plan funding arrangement – InsuranceYes
2003-02-01Plan benefit arrangement – InsuranceYes
2002: MCANDREWS, HELD AND MALLOY, LTD EMPLOYEE BENEFITS PLAN 2002 form 5500 responses
2002-02-01Type of plan entitySingle employer plan
2002-02-01Submission has been amendedNo
2002-02-01This submission is the final filingNo
2002-02-01This return/report is a short plan year return/report (less than 12 months)No
2002-02-01Plan is a collectively bargained planNo
2002-02-01Plan funding arrangement – InsuranceYes
2002-02-01Plan benefit arrangement – InsuranceYes
2001: MCANDREWS, HELD AND MALLOY, LTD EMPLOYEE BENEFITS PLAN 2001 form 5500 responses
2001-02-01Type of plan entitySingle employer plan
2001-02-01Submission has been amendedNo
2001-02-01This submission is the final filingNo
2001-02-01This return/report is a short plan year return/report (less than 12 months)No
2001-02-01Plan is a collectively bargained planNo
2001-02-01Plan funding arrangement – InsuranceYes
2001-02-01Plan benefit arrangement – InsuranceYes
2000: MCANDREWS, HELD AND MALLOY, LTD EMPLOYEE BENEFITS PLAN 2000 form 5500 responses
2000-02-01Type of plan entitySingle employer plan
2000-02-01Submission has been amendedNo
2000-02-01This submission is the final filingNo
2000-02-01This return/report is a short plan year return/report (less than 12 months)No
2000-02-01Plan is a collectively bargained planNo
2000-02-01Plan funding arrangement – InsuranceYes
2000-02-01Plan benefit arrangement – InsuranceYes
1999: MCANDREWS, HELD AND MALLOY, LTD EMPLOYEE BENEFITS PLAN 1999 form 5500 responses
1999-02-01Type of plan entitySingle employer plan
1999-02-01Submission has been amendedNo
1999-02-01This submission is the final filingNo
1999-02-01This return/report is a short plan year return/report (less than 12 months)No
1999-02-01Plan is a collectively bargained planNo
1999-02-01Plan funding arrangement – InsuranceYes
1999-02-01Plan benefit arrangement – InsuranceYes
1998: MCANDREWS, HELD AND MALLOY, LTD EMPLOYEE BENEFITS PLAN 1998 form 5500 responses
1998-02-01Type of plan entitySingle employer plan
1998-02-01Submission has been amendedNo
1998-02-01This submission is the final filingNo
1998-02-01This return/report is a short plan year return/report (less than 12 months)No
1998-02-01Plan is a collectively bargained planNo
1998-02-01Plan funding arrangement – InsuranceYes
1998-02-01Plan benefit arrangement – InsuranceYes
1997: MCANDREWS, HELD AND MALLOY, LTD EMPLOYEE BENEFITS PLAN 1997 form 5500 responses
1997-02-01Type of plan entitySingle employer plan
1997-02-01First time form 5500 has been submittedYes
1997-02-01Submission has been amendedNo
1997-02-01This submission is the final filingNo
1997-02-01This return/report is a short plan year return/report (less than 12 months)No
1997-02-01Plan is a collectively bargained planNo
1997-02-01Plan funding arrangement – InsuranceYes
1997-02-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

RELIANCE STANDARD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68381 )
Policy contract numberGL158840
Policy instance 4
Insurance contract or identification numberGL158840
Number of Individuals Covered127
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $7,823
Total amount of fees paid to insurance companyUSD $1,470
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 providedACCIDENTAL DEATH AND DISMEMBERMENT,EMPLOYEE ASSISTANCE PROGRAM
Welfare Benefit Premiums Paid to CarrierUSD $97,428
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $7,823
Amount paid for insurance broker fees1470
Additional information about fees paid to insurance brokerADMINISTRATIVE AND OTHER FEES
Insurance broker organization code?3
NATIONAL GUARDIAN LIFE (National Association of Insurance Commissioners NAIC id number: 66583 )
Policy contract number29127
Policy instance 3
Insurance contract or identification number29127
Number of Individuals Covered47
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $1,079
Total amount of fees paid to insurance companyUSD $0
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $11,854
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,079
Amount paid for insurance broker fees0
Insurance broker organization code?3
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 )
Policy contract number555668
Policy instance 2
Insurance contract or identification number555668
Number of Individuals Covered82
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $5,405
Total amount of fees paid to insurance companyUSD $2,997
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $108,099
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $5,405
Amount paid for insurance broker fees2997
Additional information about fees paid to insurance brokerFEES
Insurance broker organization code?3
BLUECROSS BLUESHIELD OF TEXAS (National Association of Insurance Commissioners NAIC id number: 70670 )
Policy contract numberB01436, PG1963
Policy instance 1
Insurance contract or identification numberB01436, PG1963
Number of Individuals Covered275
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $73,139
Total amount of fees paid to insurance companyUSD $2,376
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $1,882,359
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $73,139
Amount paid for insurance broker fees2376
Additional information about fees paid to insurance brokerSPECIAL PROGRAMS, NON-MONETARY COMPENSATION
Insurance broker organization code?3
BLUECROSS BLUESHIELD OF TEXAS (National Association of Insurance Commissioners NAIC id number: 70670 )
Policy contract numberB01436, PG1963
Policy instance 1
Insurance contract or identification numberB01436, PG1963
Number of Individuals Covered275
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $68,548
Total amount of fees paid to insurance companyUSD $1,153
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $1,715,143
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $68,548
Amount paid for insurance broker fees1153
Additional information about fees paid to insurance brokerSPECIAL PROGRAMS, NON-MONETARY COMPENSATION
Insurance broker organization code?3
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 )
Policy contract number555668
Policy instance 2
Insurance contract or identification number555668
Number of Individuals Covered79
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $4,602
Total amount of fees paid to insurance companyUSD $6,385
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $92,040
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $4,602
Amount paid for insurance broker fees6385
Additional information about fees paid to insurance brokerFEES
Insurance broker organization code?3
NATIONAL GUARDIAN LIFE (National Association of Insurance Commissioners NAIC id number: 66583 )
Policy contract number29127
Policy instance 3
Insurance contract or identification number29127
Number of Individuals Covered47
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $788
Total amount of fees paid to insurance companyUSD $0
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $9,846
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $788
Amount paid for insurance broker fees0
Insurance broker organization code?3
RELIANCE STANDARD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68381 )
Policy contract numberGL158840
Policy instance 4
Insurance contract or identification numberGL158840
Number of Individuals Covered120
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $6,077
Total amount of fees paid to insurance companyUSD $1,971
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 providedACCIDENTAL DEATH AND DISMEMBERMENT,EMPLOYEE ASSISTANCE PROGRAM
Welfare Benefit Premiums Paid to CarrierUSD $65,342
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $6,077
Amount paid for insurance broker fees1971
Additional information about fees paid to insurance brokerADMINISTRATIVE AND OTHER FEES
Insurance broker organization code?3
RELIANCE STANDARD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68381 )
Policy contract numberGL158840
Policy instance 4
Insurance contract or identification numberGL158840
Number of Individuals Covered131
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $7,153
Total amount of fees paid to insurance companyUSD $1,853
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 providedACCIDENTAL DEATH AND DISMEMBERMENT,EMPLOYEE ASSISTANCE PROGRAM
Welfare Benefit Premiums Paid to CarrierUSD $87,579
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $7,153
Amount paid for insurance broker fees1853
Additional information about fees paid to insurance brokerADMINISTRATIVE AND OTHER FEES
Insurance broker organization code?3
NATIONAL GUARDIAN LIFE (National Association of Insurance Commissioners NAIC id number: 66583 )
Policy contract number29127
Policy instance 3
Insurance contract or identification number29127
Number of Individuals Covered46
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $847
Total amount of fees paid to insurance companyUSD $0
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $10,592
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $847
Insurance broker organization code?3
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 )
Policy contract number555668
Policy instance 2
Insurance contract or identification number555668
Number of Individuals Covered73
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $4,488
Total amount of fees paid to insurance companyUSD $4,266
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $89,753
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $4,488
Amount paid for insurance broker fees4266
Additional information about fees paid to insurance brokerFEES
Insurance broker organization code?3
BLUECROSS BLUESHIELD OF TEXAS (National Association of Insurance Commissioners NAIC id number: 70670 )
Policy contract number272057
Policy instance 1
Insurance contract or identification number272057
Number of Individuals Covered279
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $67,761
Total amount of fees paid to insurance companyUSD $1,152
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $1,727,936
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $67,761
Amount paid for insurance broker fees1152
Additional information about fees paid to insurance brokerSPECIAL PROGRAMS
Insurance broker organization code?3
BLUECROSS BLUESHIELD OF TEXAS (National Association of Insurance Commissioners NAIC id number: 70670 )
Policy contract number272057
Policy instance 1
Insurance contract or identification number272057
Number of Individuals Covered304
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $68,150
Total amount of fees paid to insurance companyUSD $1,296
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $1,708,657
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $68,150
Amount paid for insurance broker fees1296
Additional information about fees paid to insurance brokerSPECIAL PROGRAMS NON-MONETARY COMPENSATION
Insurance broker organization code?3
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 )
Policy contract number555668
Policy instance 2
Insurance contract or identification number555668
Number of Individuals Covered130
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $5,932
Total amount of fees paid to insurance companyUSD $4,266
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $118,642
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?Yes
Commission paid to Insurance BrokerUSD $5,932
Amount paid for insurance broker fees4266
Additional information about fees paid to insurance brokerFEES
Insurance broker organization code?3
NATIONAL GUARDIAN LIFE (National Association of Insurance Commissioners NAIC id number: 66583 )
Policy contract number29127
Policy instance 3
Insurance contract or identification number29127
Number of Individuals Covered47
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $804
Total amount of fees paid to insurance companyUSD $0
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $10,055
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?Yes
Commission paid to Insurance BrokerUSD $804
Amount paid for insurance broker fees0
Insurance broker organization code?3
RELIANCE STANDARD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68381 )
Policy contract numberGL158840
Policy instance 4
Insurance contract or identification numberGL158840
Number of Individuals Covered130
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $6,891
Total amount of fees paid to insurance companyUSD $1,533
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 providedACCIDENTAL DEATH AND DISMEMBERMENT,EMPLOYEE ASSISTANCE PROGRAM
Welfare Benefit Premiums Paid to CarrierUSD $82,355
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $6,891
Amount paid for insurance broker fees1533
Additional information about fees paid to insurance brokerADMINISTRATIVE AND OTHER FEES
Insurance broker organization code?3
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number122592
Policy instance 5
Insurance contract or identification number122592
Number of Individuals Covered138
Insurance policy start date2017-11-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $1,227
Total amount of fees paid to insurance companyUSD $0
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 providedACCIDENTAL DEATH AND DISMEMBERMENT,EMPLOYEE ASSISTANCE PROGRAM
Welfare Benefit Premiums Paid to CarrierUSD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number122592
Policy instance 6
Insurance contract or identification number122592
Number of Individuals Covered134
Insurance policy start date2018-01-01
Insurance policy end date2018-02-28
Total amount of commissions paid to insurance brokerUSD $2,614
Total amount of fees paid to insurance companyUSD $0
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 providedACCIDENTAL DEATH AND DISMEMBERMENT,EMPLOYEE ASSISTANCE PROGRAM
Welfare Benefit Premiums Paid to CarrierUSD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number122592
Policy instance 4
Insurance contract or identification number122592
Number of Individuals Covered135
Insurance policy start date2016-11-01
Insurance policy end date2017-10-31
Total amount of commissions paid to insurance brokerUSD $6,568
Total amount of fees paid to insurance companyUSD $823
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 providedACCIDENTAL DEATH AND DISMEMBERMENT,EMPLOYEE ASSISTANCE PROGRAM
Welfare Benefit Premiums Paid to CarrierUSD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $6,568
Amount paid for insurance broker fees823
Additional information about fees paid to insurance brokerCONTINGENT COMPENSATION
Insurance broker organization code?3
Insurance broker nameGALLAGHER BENEFIT SERVICES, INC.
NATIONAL GUARDIAN LIFE (National Association of Insurance Commissioners NAIC id number: 66583 )
Policy contract number29127
Policy instance 3
Insurance contract or identification number29127
Number of Individuals Covered137
Insurance policy start date2017-03-01
Insurance policy end date2018-02-28
Total amount of commissions paid to insurance brokerUSD $834
Total amount of fees paid to insurance companyUSD $0
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $10,637
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?Yes
Commission paid to Insurance BrokerUSD $834
Amount paid for insurance broker fees0
Insurance broker organization code?3
Insurance broker nameGALLAGHER BENEFIT SERVICES, INC.
DELTA DENTAL OF ILLINOIS (National Association of Insurance Commissioners NAIC id number: 47589 )
Policy contract number10791
Policy instance 2
Insurance contract or identification number10791
Number of Individuals Covered90
Insurance policy start date2017-03-01
Insurance policy end date2018-02-28
Total amount of commissions paid to insurance brokerUSD $7,150
Total amount of fees paid to insurance companyUSD $0
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $105,538
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?Yes
Commission paid to Insurance BrokerUSD $7,150
Amount paid for insurance broker fees0
Insurance broker organization code?3
Insurance broker nameGALLAGHER BENEFIT SERVICES, INC.
BLUECROSS BLUESHIELD OF TEXAS (National Association of Insurance Commissioners NAIC id number: 70670 )
Policy contract numberB01436/PG1963
Policy instance 1
Insurance contract or identification numberB01436/PG1963
Number of Individuals Covered300
Insurance policy start date2017-03-01
Insurance policy end date2018-02-28
Total amount of commissions paid to insurance brokerUSD $78,065
Total amount of fees paid to insurance companyUSD $1,365
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $1,960,523
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $78,065
Amount paid for insurance broker fees1365
Additional information about fees paid to insurance brokerSPECIAL PROGRAMS NON-MONETARY COMPENSATION
Insurance broker organization code?3
Insurance broker nameGALLAGHER BENEFIT SERVICES, INC.

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