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HERKER INDUSTRIES, INC. LIFE INSURANCE PLAN 401k Plan overview

Plan NameHERKER INDUSTRIES, INC. LIFE INSURANCE PLAN
Plan identification number 502

HERKER INDUSTRIES, INC. LIFE INSURANCE PLAN Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Life insurance
  • Death benefits (include travel accident but not life insurance)

401k Sponsoring company profile

HERKER INDUSTRIES, INC. has sponsored the creation of one or more 401k plans.

Company Name:HERKER INDUSTRIES, INC.
Employer identification number (EIN):390837496
NAIC Classification:332700

Form 5500 Filing Information

Submission information for form 5500 for 401k plan HERKER INDUSTRIES, INC. LIFE INSURANCE PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5022022-03-01ROBERT M FANCHER2023-10-06
5022021-03-01ROBERT M FANCHER2022-11-11
5022020-03-01ROBERT M FANCHER2021-11-12
5022019-03-01ROBERT M FANCHER2020-10-07
5022018-03-01ROBERT M FANCHER2019-09-09
5022017-03-01
5022016-03-01
5022015-03-01
5022014-03-01ROBERT M FANCHER
5022013-03-01ROBERT M FANCHER
5022012-04-01ROBERT M FANCHER
5022011-04-01ROBERT M FANCHER
5022010-04-01ROBERT M FANCHER
5022009-04-01ROBERT M FANCHER

Plan Statistics for HERKER INDUSTRIES, INC. LIFE INSURANCE PLAN

401k plan membership statisitcs for HERKER INDUSTRIES, INC. LIFE INSURANCE PLAN

Measure Date Value
2022: HERKER INDUSTRIES, INC. LIFE INSURANCE PLAN 2022 401k membership
Total participants, beginning-of-year2022-03-01192
Total number of active participants reported on line 7a of the Form 55002022-03-01189
Total of all active and inactive participants2022-03-01189
2021: HERKER INDUSTRIES, INC. LIFE INSURANCE PLAN 2021 401k membership
Total participants, beginning-of-year2021-03-01198
Total number of active participants reported on line 7a of the Form 55002021-03-01192
Total of all active and inactive participants2021-03-01192
2020: HERKER INDUSTRIES, INC. LIFE INSURANCE PLAN 2020 401k membership
Total participants, beginning-of-year2020-03-01219
Total number of active participants reported on line 7a of the Form 55002020-03-01198
Total of all active and inactive participants2020-03-01198
2019: HERKER INDUSTRIES, INC. LIFE INSURANCE PLAN 2019 401k membership
Total participants, beginning-of-year2019-03-01209
Total number of active participants reported on line 7a of the Form 55002019-03-01219
Total of all active and inactive participants2019-03-01219
2018: HERKER INDUSTRIES, INC. LIFE INSURANCE PLAN 2018 401k membership
Total participants, beginning-of-year2018-03-01204
Total number of active participants reported on line 7a of the Form 55002018-03-01209
Total of all active and inactive participants2018-03-01209
2017: HERKER INDUSTRIES, INC. LIFE INSURANCE PLAN 2017 401k membership
Total participants, beginning-of-year2017-03-01183
Total number of active participants reported on line 7a of the Form 55002017-03-01204
Total of all active and inactive participants2017-03-01204
2016: HERKER INDUSTRIES, INC. LIFE INSURANCE PLAN 2016 401k membership
Total participants, beginning-of-year2016-03-01184
Total number of active participants reported on line 7a of the Form 55002016-03-01183
Total of all active and inactive participants2016-03-01183
2015: HERKER INDUSTRIES, INC. LIFE INSURANCE PLAN 2015 401k membership
Total participants, beginning-of-year2015-03-01193
Total number of active participants reported on line 7a of the Form 55002015-03-01184
Total of all active and inactive participants2015-03-01184
2014: HERKER INDUSTRIES, INC. LIFE INSURANCE PLAN 2014 401k membership
Total participants, beginning-of-year2014-03-01183
Total number of active participants reported on line 7a of the Form 55002014-03-01193
Total of all active and inactive participants2014-03-01193
2013: HERKER INDUSTRIES, INC. LIFE INSURANCE PLAN 2013 401k membership
Total participants, beginning-of-year2013-03-01214
Total number of active participants reported on line 7a of the Form 55002013-03-01183
Total of all active and inactive participants2013-03-01183
2012: HERKER INDUSTRIES, INC. LIFE INSURANCE PLAN 2012 401k membership
Total participants, beginning-of-year2012-04-01202
Total number of active participants reported on line 7a of the Form 55002012-04-01214
Total of all active and inactive participants2012-04-01214
2011: HERKER INDUSTRIES, INC. LIFE INSURANCE PLAN 2011 401k membership
Total participants, beginning-of-year2011-04-01164
Total number of active participants reported on line 7a of the Form 55002011-04-01202
Total of all active and inactive participants2011-04-01202
2010: HERKER INDUSTRIES, INC. LIFE INSURANCE PLAN 2010 401k membership
Total participants, beginning-of-year2010-04-01135
Total number of active participants reported on line 7a of the Form 55002010-04-01164
Total of all active and inactive participants2010-04-01164
2009: HERKER INDUSTRIES, INC. LIFE INSURANCE PLAN 2009 401k membership
Total participants, beginning-of-year2009-04-01157
Total number of active participants reported on line 7a of the Form 55002009-04-01135
Total of all active and inactive participants2009-04-01135

Form 5500 Responses for HERKER INDUSTRIES, INC. LIFE INSURANCE PLAN

2022: HERKER INDUSTRIES, INC. LIFE INSURANCE PLAN 2022 form 5500 responses
2022-03-01Type of plan entitySingle employer plan
2022-03-01This return/report is a short plan year return/report (less than 12 months)Yes
2022-03-01Plan funding arrangement – InsuranceYes
2022-03-01Plan benefit arrangement – InsuranceYes
2021: HERKER INDUSTRIES, INC. LIFE INSURANCE PLAN 2021 form 5500 responses
2021-03-01Type of plan entitySingle employer plan
2021-03-01Plan funding arrangement – InsuranceYes
2021-03-01Plan benefit arrangement – InsuranceYes
2020: HERKER INDUSTRIES, INC. LIFE INSURANCE PLAN 2020 form 5500 responses
2020-03-01Type of plan entitySingle employer plan
2020-03-01Plan funding arrangement – InsuranceYes
2020-03-01Plan benefit arrangement – InsuranceYes
2019: HERKER INDUSTRIES, INC. LIFE INSURANCE PLAN 2019 form 5500 responses
2019-03-01Type of plan entitySingle employer plan
2019-03-01This return/report is a short plan year return/report (less than 12 months)Yes
2019-03-01Plan funding arrangement – InsuranceYes
2019-03-01Plan benefit arrangement – InsuranceYes
2018: HERKER INDUSTRIES, INC. LIFE INSURANCE PLAN 2018 form 5500 responses
2018-03-01Type of plan entitySingle employer plan
2018-03-01Plan funding arrangement – InsuranceYes
2018-03-01Plan benefit arrangement – InsuranceYes
2017: HERKER INDUSTRIES, INC. LIFE INSURANCE PLAN 2017 form 5500 responses
2017-03-01Type of plan entitySingle employer plan
2017-03-01Plan funding arrangement – InsuranceYes
2017-03-01Plan benefit arrangement – InsuranceYes
2016: HERKER INDUSTRIES, INC. LIFE INSURANCE PLAN 2016 form 5500 responses
2016-03-01Type of plan entitySingle employer plan
2016-03-01Plan funding arrangement – InsuranceYes
2016-03-01Plan benefit arrangement – InsuranceYes
2015: HERKER INDUSTRIES, INC. LIFE INSURANCE PLAN 2015 form 5500 responses
2015-03-01Type of plan entitySingle employer plan
2015-03-01Plan funding arrangement – InsuranceYes
2015-03-01Plan benefit arrangement – InsuranceYes
2014: HERKER INDUSTRIES, INC. LIFE INSURANCE PLAN 2014 form 5500 responses
2014-03-01Type of plan entitySingle employer plan
2014-03-01Plan funding arrangement – InsuranceYes
2014-03-01Plan benefit arrangement – InsuranceYes
2013: HERKER INDUSTRIES, INC. LIFE INSURANCE PLAN 2013 form 5500 responses
2013-03-01Type of plan entitySingle employer plan
2013-03-01Plan funding arrangement – InsuranceYes
2013-03-01Plan benefit arrangement – InsuranceYes
2012: HERKER INDUSTRIES, INC. LIFE INSURANCE PLAN 2012 form 5500 responses
2012-04-01Type of plan entitySingle employer plan
2012-04-01This return/report is a short plan year return/report (less than 12 months)Yes
2012-04-01Plan funding arrangement – InsuranceYes
2012-04-01Plan benefit arrangement – InsuranceYes
2011: HERKER INDUSTRIES, INC. LIFE INSURANCE PLAN 2011 form 5500 responses
2011-04-01Type of plan entitySingle employer plan
2011-04-01Plan funding arrangement – InsuranceYes
2011-04-01Plan benefit arrangement – InsuranceYes
2010: HERKER INDUSTRIES, INC. LIFE INSURANCE PLAN 2010 form 5500 responses
2010-04-01Type of plan entitySingle employer plan
2010-04-01Plan funding arrangement – InsuranceYes
2010-04-01Plan benefit arrangement – InsuranceYes
2009: HERKER INDUSTRIES, INC. LIFE INSURANCE PLAN 2009 form 5500 responses
2009-04-01Type of plan entitySingle employer plan
2009-04-01This submission is the final filingNo
2009-04-01Plan funding arrangement – InsuranceYes
2009-04-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract numberG000AZFD
Policy instance 1
Insurance contract or identification numberG000AZFD
Number of Individuals Covered189
Insurance policy start date2022-03-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Other welfare benefits providedAD&D
Welfare Benefit Premiums Paid to CarrierUSD $88,158
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract numberG000AZFD
Policy instance 1
Insurance contract or identification numberG000AZFD
Number of Individuals Covered192
Insurance policy start date2021-03-01
Insurance policy end date2022-02-28
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Other welfare benefits providedAD&D
Welfare Benefit Premiums Paid to CarrierUSD $107,389
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract numberG000AZFD
Policy instance 1
Insurance contract or identification numberG000AZFD
Number of Individuals Covered198
Insurance policy start date2020-03-01
Insurance policy end date2021-02-28
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Other welfare benefits providedAD&D
Welfare Benefit Premiums Paid to CarrierUSD $107,811
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract numberG000AZFD
Policy instance 1
Insurance contract or identification numberG000AZFD
Number of Individuals Covered219
Insurance policy start date2019-03-01
Insurance policy end date2020-02-28
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Other welfare benefits providedAD&D
Welfare Benefit Premiums Paid to CarrierUSD $109,511
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract numberGLUG0AZFD
Policy instance 1
Insurance contract or identification numberGLUG0AZFD
Number of Individuals Covered204
Insurance policy start date2017-03-01
Insurance policy end date2018-02-28
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $1,612
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Other welfare benefits providedAD&D
Welfare Benefit Premiums Paid to CarrierUSD $93,947
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees1612
Additional information about fees paid to insurance brokerOTHER COMPENSATION
Insurance broker organization code?3
Insurance broker nameWILLIS OF WI, INC.
SYMETRA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68608 )
Policy contract number01-016391-00
Policy instance 1
Insurance contract or identification number01-016391-00
Number of Individuals Covered184
Insurance policy start date2015-03-01
Insurance policy end date2016-02-29
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Other welfare benefits providedAD&D
Welfare Benefit Premiums Paid to CarrierUSD $87,483
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees0
Insurance broker organization code?3
Insurance broker nameWILLIS OF WI, INC.
SYMETRA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68608 )
Policy contract number01-016391-00
Policy instance 1
Insurance contract or identification number01-016391-00
Number of Individuals Covered193
Insurance policy start date2014-03-01
Insurance policy end date2015-02-28
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Other welfare benefits providedAD&D
Welfare Benefit Premiums Paid to CarrierUSD $73,759
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees0
Insurance broker organization code?3
Insurance broker nameWILLIS OF WI, INC.
SYMETRA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68608 )
Policy contract number01-016391-00
Policy instance 1
Insurance contract or identification number01-016391-00
Number of Individuals Covered183
Insurance policy start date2013-03-01
Insurance policy end date2014-02-28
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Other welfare benefits providedAD&D
Welfare Benefit Premiums Paid to CarrierUSD $76,228
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract numberG00095M5
Policy instance 1
Insurance contract or identification numberG00095M5
Number of Individuals Covered214
Insurance policy start date2012-04-01
Insurance policy end date2013-03-01
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Life Insurance Welfare BenefitYes
Other welfare benefits providedAD&D
Welfare Benefit Premiums Paid to CarrierUSD $4,383
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract numberG00095M5
Policy instance 2
Insurance contract or identification numberG00095M5
Number of Individuals Covered90
Insurance policy start date2012-04-01
Insurance policy end date2013-03-01
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Life Insurance Welfare BenefitYes
Other welfare benefits providedVOLUNTARY LIFE
Welfare Benefit Premiums Paid to CarrierUSD $31,009
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract numberG00095M5
Policy instance 2
Insurance contract or identification numberG00095M5
Number of Individuals Covered87
Insurance policy start date2011-04-01
Insurance policy end date2012-03-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Other welfare benefits providedVOLUNTARY LIFE
Welfare Benefit Premiums Paid to CarrierUSD $28,517
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract numberG00095M5
Policy instance 1
Insurance contract or identification numberG00095M5
Number of Individuals Covered202
Insurance policy start date2011-04-01
Insurance policy end date2012-03-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Life Insurance Welfare BenefitYes
Other welfare benefits providedAD&D
Welfare Benefit Premiums Paid to CarrierUSD $4,206
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract numberG00095M5
Policy instance 1
Insurance contract or identification numberG00095M5
Number of Individuals Covered164
Insurance policy start date2010-04-01
Insurance policy end date2011-03-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Life Insurance Welfare BenefitYes
Other welfare benefits providedAD&D, VOLUNTARY LIFE
Welfare Benefit Premiums Paid to CarrierUSD $3,375
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Insurance broker organization code?3
Insurance broker nameHRH WISCONSIN

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