401k Plan data: E.W. WYLIE DENTAL, LIFE AND DISABILITIES PLAN plan

E.W. WYLIE DENTAL, LIFE AND DISABILITIES PLAN 401k Plan overview

Plan Name	E.W. WYLIE DENTAL, LIFE AND DISABILITIES PLAN
Plan identification number	502

E.W. WYLIE DENTAL, LIFE AND DISABILITIES PLAN Benefits

401k Plan Type	Welfare Benefit
Plan Features/Benefits	Life insurance Dental Long-term disability cover Death benefits (include travel accident but not life insurance)

401k Sponsoring company profile

E. W. WYLIE CORPORATION has sponsored the creation of one or more 401k plans.

Company Name: E. W. WYLIE CORPORATION

Employer identification number (EIN): 411946112

NAIC Classification: 484120
NAIC Description: General Freight Trucking, Long-Distance

Additional information about E. W. WYLIE CORPORATION

Jurisdiction of Incorporation: Texas Secretary of State

Incorporation Date: 2002-12-12

Company Identification Number: 0800152109

Legal Registered Office Address: 15455 DALLAS PKWY STE 550

ADDISON
United States of America (USA)
75001

More information about E. W. WYLIE CORPORATION

Form 5500 Filing Information

Submission information for form 5500 for 401k plan E.W. WYLIE DENTAL, LIFE AND DISABILITIES PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
502 2015-01-01 SHARON K ANDERSON
502 2014-01-01 SHARON K ANDERSON
502 2014-01-01 SHARON K ANDERSON
502 2013-12-28 SHARON KAY LUPKES
502 2012-12-28 SHARON KAY LUPKES
502 2011-12-28 SHARON KAY LUPKES

Plan id#	Filing Submission Date	Name of Administrator
502	2015-01-01	SHARON K ANDERSON
502	2014-01-01	SHARON K ANDERSON
502	2014-01-01	SHARON K ANDERSON
502	2013-12-28	SHARON KAY LUPKES
502	2012-12-28	SHARON KAY LUPKES
502	2011-12-28	SHARON KAY LUPKES

Plan Statistics for E.W. WYLIE DENTAL, LIFE AND DISABILITIES PLAN

401k plan membership statisitcs for E.W. WYLIE DENTAL, LIFE AND DISABILITIES PLAN

Measure Date Value
2015: E.W. WYLIE DENTAL, LIFE AND DISABILITIES PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 217
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 0
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 0
Total of all active and inactive participants 2015-01-01 0
2014: E.W. WYLIE DENTAL, LIFE AND DISABILITIES PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 118
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 0
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 0
Total of all active and inactive participants 2014-01-01 0
2013: E.W. WYLIE DENTAL, LIFE AND DISABILITIES PLAN 2013 401k membership
Total participants, beginning-of-year 2013-12-28 182
Total number of active participants reported on line 7a of the Form 5500 2013-12-28 182
Number of retired or separated participants receiving benefits 2013-12-28 0
Number of other retired or separated participants entitled to future benefits 2013-12-28 0
Total of all active and inactive participants 2013-12-28 182
2012: E.W. WYLIE DENTAL, LIFE AND DISABILITIES PLAN 2012 401k membership
Total participants, beginning-of-year 2012-12-28 159
Total number of active participants reported on line 7a of the Form 5500 2012-12-28 182
Number of retired or separated participants receiving benefits 2012-12-28 0
Number of other retired or separated participants entitled to future benefits 2012-12-28 0
Total of all active and inactive participants 2012-12-28 182
2011: E.W. WYLIE DENTAL, LIFE AND DISABILITIES PLAN 2011 401k membership
Total participants, beginning-of-year 2011-12-28 168
Total number of active participants reported on line 7a of the Form 5500 2011-12-28 156
Number of retired or separated participants receiving benefits 2011-12-28 3
Number of other retired or separated participants entitled to future benefits 2011-12-28 0
Total of all active and inactive participants 2011-12-28 159

Measure	Date	Value
2015: E.W. WYLIE DENTAL, LIFE AND DISABILITIES PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	217
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	0
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	0
Total of all active and inactive participants	2015-01-01	0
2014: E.W. WYLIE DENTAL, LIFE AND DISABILITIES PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	118
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	0
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	0
Total of all active and inactive participants	2014-01-01	0
2013: E.W. WYLIE DENTAL, LIFE AND DISABILITIES PLAN 2013 401k membership
Total participants, beginning-of-year	2013-12-28	182
Total number of active participants reported on line 7a of the Form 5500	2013-12-28	182
Number of retired or separated participants receiving benefits	2013-12-28	0
Number of other retired or separated participants entitled to future benefits	2013-12-28	0
Total of all active and inactive participants	2013-12-28	182
2012: E.W. WYLIE DENTAL, LIFE AND DISABILITIES PLAN 2012 401k membership
Total participants, beginning-of-year	2012-12-28	159
Total number of active participants reported on line 7a of the Form 5500	2012-12-28	182
Number of retired or separated participants receiving benefits	2012-12-28	0
Number of other retired or separated participants entitled to future benefits	2012-12-28	0
Total of all active and inactive participants	2012-12-28	182
2011: E.W. WYLIE DENTAL, LIFE AND DISABILITIES PLAN 2011 401k membership
Total participants, beginning-of-year	2011-12-28	168
Total number of active participants reported on line 7a of the Form 5500	2011-12-28	156
Number of retired or separated participants receiving benefits	2011-12-28	3
Number of other retired or separated participants entitled to future benefits	2011-12-28	0
Total of all active and inactive participants	2011-12-28	159

Form 5500 Responses for E.W. WYLIE DENTAL, LIFE AND DISABILITIES PLAN

2015: E.W. WYLIE DENTAL, LIFE AND DISABILITIES PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	Yes
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2014: E.W. WYLIE DENTAL, LIFE AND DISABILITIES PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	Yes
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2013: E.W. WYLIE DENTAL, LIFE AND DISABILITIES PLAN 2013 form 5500 responses
2013-12-28	Type of plan entity	Single employer plan
2013-12-28	Submission has been amended	No
2013-12-28	This submission is the final filing	No
2013-12-28	This return/report is a short plan year return/report (less than 12 months)	Yes
2013-12-28	Plan is a collectively bargained plan	No
2013-12-28	Plan funding arrangement – Insurance	Yes
2013-12-28	Plan benefit arrangement – Insurance	Yes
2012: E.W. WYLIE DENTAL, LIFE AND DISABILITIES PLAN 2012 form 5500 responses
2012-12-28	Type of plan entity	Single employer plan
2012-12-28	Submission has been amended	No
2012-12-28	This submission is the final filing	No
2012-12-28	This return/report is a short plan year return/report (less than 12 months)	No
2012-12-28	Plan is a collectively bargained plan	No
2012-12-28	Plan funding arrangement – Insurance	Yes
2012-12-28	Plan benefit arrangement – Insurance	Yes
2011: E.W. WYLIE DENTAL, LIFE AND DISABILITIES PLAN 2011 form 5500 responses
2011-12-28	Type of plan entity	Single employer plan
2011-12-28	First time form 5500 has been submitted	Yes
2011-12-28	Submission has been amended	No
2011-12-28	This submission is the final filing	No
2011-12-28	This return/report is a short plan year return/report (less than 12 months)	No
2011-12-28	Plan is a collectively bargained plan	No
2011-12-28	Plan funding arrangement – Insurance	Yes
2011-12-28	Plan benefit arrangement – Insurance	Yes

Insurance Providers Used on plan

DEARBORN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 71129 )

Policy contract number

F1D1272

Policy instance

Insurance contract or identification number	F1D1272
Number of Individuals Covered	239
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
Total amount of commissions paid to insurance broker	USD $15,774
Total amount of fees paid to insurance company	USD $222
Are there contracts with allocated funds for individual policies?	No
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	Yes
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	Yes
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	Yes
Unemployment Insurance Welfare Benefit	No
Other welfare benefits provided	ACCIDENTAL DEATH AND DISMEMBERMENT
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 Carrier	USD $157,370
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $15,774
Amount paid for insurance broker fees	222
Additional information about fees paid to insurance broker	ADDITIONAL COMPENSATION
Insurance broker organization code?	3
Insurance broker name	USI INSURANCE SERVICES, LLC

DEARBORN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 71129 )

Policy contract number

F1D1272

Policy instance

Insurance contract or identification number	F1D1272
Number of Individuals Covered	219
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Total amount of commissions paid to insurance broker	USD $12,744
Total amount of fees paid to insurance company	USD $182
Are there contracts with allocated funds for individual policies?	No
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	Yes
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	Yes
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	Yes
Unemployment Insurance Welfare Benefit	No
Other welfare benefits provided	ACCIDENTAL DEATH AND DISMEMBERMENT
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 Carrier	USD $127,890
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $12,744
Amount paid for insurance broker fees	182
Additional information about fees paid to insurance broker	ADDITIONAL COMPENSATION
Insurance broker organization code?	3
Insurance broker name	USI INSURANCE SERVICES, LLC

DEARBORN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 71129 )

Policy contract number

F1D1272

Policy instance

Insurance contract or identification number	F1D1272
Number of Individuals Covered	182
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
Total amount of commissions paid to insurance broker	USD $21,669
Total amount of fees paid to insurance company	USD $126
Are there contracts with allocated funds for individual policies?	No
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	Yes
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	Yes
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	Yes
Unemployment Insurance Welfare Benefit	No
Other welfare benefits provided	ACCIDENTAL DEATH AND DISMEMBERMENT
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 Carrier	USD $147,962
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $8,795
Amount paid for insurance broker fees	56
Additional information about fees paid to insurance broker	ADDITIONAL COMPENSATION
Insurance broker organization code?	3
Insurance broker name	SECURA BROKERAGE, LLC

DEARBORN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 71129 )

Policy contract number

F1D1272

Policy instance

Insurance contract or identification number	F1D1272
Number of Individuals Covered	182
Insurance policy start date	2012-12-28
Insurance policy end date	2013-12-27
Total amount of commissions paid to insurance broker	USD $21,602
Total amount of fees paid to insurance company	USD $203
Are there contracts with allocated funds for individual policies?	No
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	Yes
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	Yes
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	Yes
Unemployment Insurance Welfare Benefit	No
Other welfare benefits provided	ACCIDENTAL DEATH AND DISMEMBERMENT
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 Carrier	USD $147,962
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $8,795
Amount paid for insurance broker fees	135
Additional information about fees paid to insurance broker	ADDITIONAL COMPENSATION
Insurance broker organization code?	3
Insurance broker name	SECURA BROKERAGE, LLC

DEARBORN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 71129 )

Policy contract number

F1D1272

Policy instance

Insurance contract or identification number	F1D1272
Number of Individuals Covered	205
Insurance policy start date	2011-12-28
Insurance policy end date	2012-12-27
Total amount of commissions paid to insurance broker	USD $22,277
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	Yes
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	Yes
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	Yes
Unemployment Insurance Welfare Benefit	No
Other welfare benefits provided	ACCIDENTAL DEATH AND DISMEMBERMENT
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 Carrier	USD $148,388
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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Company Name:	E. W. WYLIE CORPORATION
Employer identification number (EIN):	411946112
NAIC Classification:	484120
NAIC Description:	General Freight Trucking, Long-Distance

Jurisdiction of Incorporation:	Texas Secretary of State
Incorporation Date:	2002-12-12
Company Identification Number:	0800152109
Legal Registered Office Address:	15455 DALLAS PKWY STE 550 ADDISON United States of America (USA) 75001