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ZRG KALDI'S HEALTH PLAN 401k Plan overview

Plan NameZRG KALDI'S HEALTH PLAN
Plan identification number 536

ZRG KALDI'S HEALTH PLAN Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Health (other than dental or vision)
  • Life insurance
  • Dental
  • Vision
  • Long-term disability cover

401k Sponsoring company profile

ZRG KALDI'S has sponsored the creation of one or more 401k plans.

Company Name:ZRG KALDI'S
Employer identification number (EIN):431613858
NAIC Classification:515100

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ZRG KALDI'S HEALTH PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5362023-12-01CHRISTY MCCLEOD2024-06-10 CHRISTY MCCLEOD2024-06-10
5362022-12-01CHRISTY MCLEOD2024-06-10 CHRISTY MCLEOD2024-06-10
5362021-12-01CHRISTY MCLEOD2023-05-23 CHRISTY MCLEOD2023-05-23
5362020-12-01CHRISTY MCLEOD2022-05-20 CHRISTY MCLEOD2022-05-20
5362019-12-01CHRISTY MCCLEOD2021-05-03 CHRISTY MCCLEOD2021-05-03
5362018-12-01CHRISTY MCLEOD2020-05-11 CHRISTY MCLEOD2020-05-11
5362017-12-01
5362016-12-01ANNA THOMPSON
5362015-12-01HEATHER CRAIG
5362014-12-01HEATHER CRAIG

Form 5500 Responses for ZRG KALDI'S HEALTH PLAN

2023: ZRG KALDI'S HEALTH PLAN 2023 form 5500 responses
2023-12-01Type of plan entitySingle employer plan
2023-12-01Submission has been amendedNo
2023-12-01This submission is the final filingNo
2023-12-01This return/report is a short plan year return/report (less than 12 months)Yes
2023-12-01Plan is a collectively bargained planNo
2023-12-01Plan funding arrangement – InsuranceYes
2023-12-01Plan funding arrangement – General assets of the sponsorYes
2023-12-01Plan benefit arrangement – InsuranceYes
2023-12-01Plan benefit arrangement – General assets of the sponsorYes
2022: ZRG KALDI'S HEALTH PLAN 2022 form 5500 responses
2022-12-01Type of plan entitySingle employer plan
2022-12-01Submission has been amendedNo
2022-12-01This submission is the final filingNo
2022-12-01This return/report is a short plan year return/report (less than 12 months)No
2022-12-01Plan is a collectively bargained planNo
2022-12-01Plan funding arrangement – InsuranceYes
2022-12-01Plan funding arrangement – General assets of the sponsorYes
2022-12-01Plan benefit arrangement – InsuranceYes
2022-12-01Plan benefit arrangement – General assets of the sponsorYes
2021: ZRG KALDI'S HEALTH PLAN 2021 form 5500 responses
2021-12-01Type of plan entitySingle employer plan
2021-12-01Submission has been amendedNo
2021-12-01This submission is the final filingNo
2021-12-01This return/report is a short plan year return/report (less than 12 months)No
2021-12-01Plan is a collectively bargained planNo
2021-12-01Plan funding arrangement – InsuranceYes
2021-12-01Plan funding arrangement – General assets of the sponsorYes
2021-12-01Plan benefit arrangement – InsuranceYes
2021-12-01Plan benefit arrangement – General assets of the sponsorYes
2020: ZRG KALDI'S HEALTH PLAN 2020 form 5500 responses
2020-12-01Type of plan entitySingle employer plan
2020-12-01Submission has been amendedNo
2020-12-01This submission is the final filingNo
2020-12-01This return/report is a short plan year return/report (less than 12 months)No
2020-12-01Plan is a collectively bargained planNo
2020-12-01Plan funding arrangement – InsuranceYes
2020-12-01Plan funding arrangement – General assets of the sponsorYes
2020-12-01Plan benefit arrangement – InsuranceYes
2020-12-01Plan benefit arrangement – General assets of the sponsorYes
2019: ZRG KALDI'S HEALTH PLAN 2019 form 5500 responses
2019-12-01Type of plan entitySingle employer plan
2019-12-01Submission has been amendedNo
2019-12-01This submission is the final filingNo
2019-12-01This return/report is a short plan year return/report (less than 12 months)No
2019-12-01Plan is a collectively bargained planNo
2019-12-01Plan funding arrangement – InsuranceYes
2019-12-01Plan funding arrangement – General assets of the sponsorYes
2019-12-01Plan benefit arrangement – InsuranceYes
2019-12-01Plan benefit arrangement – General assets of the sponsorYes
2018: ZRG KALDI'S HEALTH PLAN 2018 form 5500 responses
2018-12-01Type of plan entitySingle employer plan
2018-12-01Submission has been amendedNo
2018-12-01This submission is the final filingNo
2018-12-01This return/report is a short plan year return/report (less than 12 months)No
2018-12-01Plan is a collectively bargained planNo
2018-12-01Plan funding arrangement – InsuranceYes
2018-12-01Plan funding arrangement – General assets of the sponsorYes
2018-12-01Plan benefit arrangement – InsuranceYes
2018-12-01Plan benefit arrangement – General assets of the sponsorYes
2017: ZRG KALDI'S HEALTH PLAN 2017 form 5500 responses
2017-12-01Type of plan entitySingle employer plan
2017-12-01Submission has been amendedNo
2017-12-01This submission is the final filingNo
2017-12-01This return/report is a short plan year return/report (less than 12 months)No
2017-12-01Plan is a collectively bargained planNo
2017-12-01Plan funding arrangement – InsuranceYes
2017-12-01Plan funding arrangement – General assets of the sponsorYes
2017-12-01Plan benefit arrangement – InsuranceYes
2017-12-01Plan benefit arrangement – General assets of the sponsorYes
2016: ZRG KALDI'S HEALTH PLAN 2016 form 5500 responses
2016-12-01Type of plan entitySingle employer plan
2016-12-01Submission has been amendedNo
2016-12-01This submission is the final filingNo
2016-12-01This return/report is a short plan year return/report (less than 12 months)No
2016-12-01Plan is a collectively bargained planNo
2016-12-01Plan funding arrangement – InsuranceYes
2016-12-01Plan funding arrangement – General assets of the sponsorYes
2016-12-01Plan benefit arrangement – InsuranceYes
2016-12-01Plan benefit arrangement – General assets of the sponsorYes
2015: ZRG KALDI'S HEALTH PLAN 2015 form 5500 responses
2015-12-01Type of plan entitySingle employer plan
2015-12-01Submission has been amendedNo
2015-12-01This submission is the final filingNo
2015-12-01This return/report is a short plan year return/report (less than 12 months)No
2015-12-01Plan is a collectively bargained planNo
2015-12-01Plan funding arrangement – InsuranceYes
2015-12-01Plan funding arrangement – General assets of the sponsorYes
2015-12-01Plan benefit arrangement – InsuranceYes
2015-12-01Plan benefit arrangement – General assets of the sponsorYes
2014: ZRG KALDI'S HEALTH PLAN 2014 form 5500 responses
2014-12-01Type of plan entityMulitple employer plan
2014-12-01First time form 5500 has been submittedYes
2014-12-01Submission has been amendedNo
2014-12-01This submission is the final filingNo
2014-12-01This return/report is a short plan year return/report (less than 12 months)No
2014-12-01Plan is a collectively bargained planNo
2014-12-01Plan funding arrangement – InsuranceYes
2014-12-01Plan funding arrangement – General assets of the sponsorYes
2014-12-01Plan benefit arrangement – InsuranceYes
2014-12-01Plan benefit arrangement – General assets of the sponsorYes

Insurance Providers Used on plan

GERBER LIFE INSURANCE (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract numberPACE_C202
Policy instance 1
Insurance contract or identification numberPACE_C202
Number of Individuals Covered238
Insurance policy start date2023-12-01
Insurance policy end date2023-12-31
Total amount of commissions paid to insurance brokerUSD $5,156
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 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 $28,071
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
GERBER LIFE INSURANCE (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract numberPACE_C202
Policy instance 1
UNDERWRITING MANAGEMENT EXPERTS (National Association of Insurance Commissioners NAIC id number: 62243 )
Policy contract numberGLIUME003727
Policy instance 1
UNDERWRITING MANAGEMENT EXPERTS (National Association of Insurance Commissioners NAIC id number: 62243 )
Policy contract numberGLIUME003727
Policy instance 1
AMERICAN NATIONAL INSURANCE/BARDON INSURANCE GROUP (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract numberAN-1812001
Policy instance 1
AMERICAN NATIONAL INSURANCE/BARDON INSURANCE GROUP (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract numberAN-1812001
Policy instance 1
GERBER LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70939 )
Policy contract numberECU-0279-GL
Policy instance 1

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