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FORWARD MECHANICAL CORP GROUP BENEFIT PLANS 401k Plan overview

Plan NameFORWARD MECHANICAL CORP GROUP BENEFIT PLANS
Plan identification number 501

FORWARD MECHANICAL CORP GROUP BENEFIT PLANS Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Health (other than dental or vision)
  • Dental
  • Vision
  • Unfunded, fully insured, or combination unfunded/insured welfare plan that will not file a Form 5500 for next plan year pursuant to 29 CFR 2520.104-20.
  • Unfunded, fully insured, or combination unfunded/insured welfare plan that stopped filing form 5500s in an earlier plan year pursuant to 29 CFR 2520.104-20.

401k Sponsoring company profile

FORWARD MECHANICAL has sponsored the creation of one or more 401k plans.

Company Name:FORWARD MECHANICAL
Employer identification number (EIN):431968331
NAIC Classification:238220
NAIC Description:Plumbing, Heating, and Air-Conditioning Contractors

Form 5500 Filing Information

Submission information for form 5500 for 401k plan FORWARD MECHANICAL CORP GROUP BENEFIT PLANS

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5012022-02-01DAN NARCISSI2023-07-05
5012021-02-01DAN NARCISSI2022-05-16
5012020-02-01DIANA MILANJA2021-06-25
5012019-02-01DIANA MILANJA2020-07-17
5012018-02-01DIANA MILANJA2019-09-10
5012017-02-01DIANA MILANJA2019-09-10
5012016-02-01DIANA MILANJA2019-09-10

Plan Statistics for FORWARD MECHANICAL CORP GROUP BENEFIT PLANS

401k plan membership statisitcs for FORWARD MECHANICAL CORP GROUP BENEFIT PLANS

Measure Date Value
2022: FORWARD MECHANICAL CORP GROUP BENEFIT PLANS 2022 401k membership
Total participants, beginning-of-year2022-02-01107
Total number of active participants reported on line 7a of the Form 55002022-02-0176
Number of retired or separated participants receiving benefits2022-02-010
Number of other retired or separated participants entitled to future benefits2022-02-010
Total of all active and inactive participants2022-02-0176
Number of employers contributing to the scheme2022-02-010
2021: FORWARD MECHANICAL CORP GROUP BENEFIT PLANS 2021 401k membership
Total participants, beginning-of-year2021-02-0194
Total number of active participants reported on line 7a of the Form 55002021-02-01107
Number of retired or separated participants receiving benefits2021-02-010
Number of other retired or separated participants entitled to future benefits2021-02-010
Total of all active and inactive participants2021-02-01107
Number of employers contributing to the scheme2021-02-010
2020: FORWARD MECHANICAL CORP GROUP BENEFIT PLANS 2020 401k membership
Total participants, beginning-of-year2020-02-0184
Total number of active participants reported on line 7a of the Form 55002020-02-0194
Number of retired or separated participants receiving benefits2020-02-010
Number of other retired or separated participants entitled to future benefits2020-02-010
Total of all active and inactive participants2020-02-0194
Number of employers contributing to the scheme2020-02-010
2019: FORWARD MECHANICAL CORP GROUP BENEFIT PLANS 2019 401k membership
Total participants, beginning-of-year2019-02-01145
Total number of active participants reported on line 7a of the Form 55002019-02-0184
Number of retired or separated participants receiving benefits2019-02-010
Number of other retired or separated participants entitled to future benefits2019-02-010
Total of all active and inactive participants2019-02-0184
Number of employers contributing to the scheme2019-02-010
2018: FORWARD MECHANICAL CORP GROUP BENEFIT PLANS 2018 401k membership
Total participants, beginning-of-year2018-02-01117
Total number of active participants reported on line 7a of the Form 55002018-02-0191
Number of retired or separated participants receiving benefits2018-02-010
Number of other retired or separated participants entitled to future benefits2018-02-010
Total of all active and inactive participants2018-02-0191
Number of employers contributing to the scheme2018-02-010
2017: FORWARD MECHANICAL CORP GROUP BENEFIT PLANS 2017 401k membership
Total participants, beginning-of-year2017-02-01108
Total number of active participants reported on line 7a of the Form 55002017-02-01117
Number of retired or separated participants receiving benefits2017-02-010
Number of other retired or separated participants entitled to future benefits2017-02-010
Total of all active and inactive participants2017-02-01117
Number of employers contributing to the scheme2017-02-010
2016: FORWARD MECHANICAL CORP GROUP BENEFIT PLANS 2016 401k membership
Total participants, beginning-of-year2016-02-01100
Total number of active participants reported on line 7a of the Form 55002016-02-01108
Number of retired or separated participants receiving benefits2016-02-010
Number of other retired or separated participants entitled to future benefits2016-02-010
Total of all active and inactive participants2016-02-01108
Number of employers contributing to the scheme2016-02-010

Form 5500 Responses for FORWARD MECHANICAL CORP GROUP BENEFIT PLANS

2022: FORWARD MECHANICAL CORP GROUP BENEFIT PLANS 2022 form 5500 responses
2022-02-01Type of plan entitySingle employer plan
2022-02-01Plan funding arrangement – InsuranceYes
2022-02-01Plan benefit arrangement – InsuranceYes
2021: FORWARD MECHANICAL CORP GROUP BENEFIT PLANS 2021 form 5500 responses
2021-02-01Type of plan entitySingle employer plan
2021-02-01Plan funding arrangement – InsuranceYes
2021-02-01Plan benefit arrangement – InsuranceYes
2020: FORWARD MECHANICAL CORP GROUP BENEFIT PLANS 2020 form 5500 responses
2020-02-01Type of plan entitySingle employer plan
2020-02-01Plan funding arrangement – InsuranceYes
2020-02-01Plan benefit arrangement – InsuranceYes
2019: FORWARD MECHANICAL CORP GROUP BENEFIT PLANS 2019 form 5500 responses
2019-02-01Type of plan entitySingle employer plan
2019-02-01Plan funding arrangement – InsuranceYes
2019-02-01Plan benefit arrangement – InsuranceYes
2018: FORWARD MECHANICAL CORP GROUP BENEFIT PLANS 2018 form 5500 responses
2018-02-01Type of plan entitySingle employer plan
2018-02-01Plan funding arrangement – InsuranceYes
2018-02-01Plan benefit arrangement – InsuranceYes
2017: FORWARD MECHANICAL CORP GROUP BENEFIT PLANS 2017 form 5500 responses
2017-02-01Type of plan entitySingle employer plan
2017-02-01Plan funding arrangement – InsuranceYes
2017-02-01Plan benefit arrangement – InsuranceYes
2016: FORWARD MECHANICAL CORP GROUP BENEFIT PLANS 2016 form 5500 responses
2016-02-01Type of plan entitySingle employer plan
2016-02-01First time form 5500 has been submittedYes
2016-02-01Plan funding arrangement – InsuranceYes
2016-02-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 )
Policy contract number243912
Policy instance 1
Insurance contract or identification number243912
Number of Individuals Covered179
Insurance policy start date2022-02-01
Insurance policy end date2023-01-31
Total amount of commissions paid to insurance brokerUSD $75,591
Total amount of fees paid to insurance companyUSD $0
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
Welfare Benefit Premiums Paid to CarrierUSD $1,484,312
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $36,653
Amount paid for insurance broker fees0
Insurance broker organization code?3
FIDELITY SECURITY LIFE INSURANCE COMPANY OF NEW YORK (National Association of Insurance Commissioners NAIC id number: 67288 )
Policy contract number10216021001
Policy instance 3
Insurance contract or identification number10216021001
Number of Individuals Covered111
Insurance policy start date2021-02-01
Insurance policy end date2022-01-31
Total amount of commissions paid to insurance brokerUSD $1,408
Total amount of fees paid to insurance companyUSD $0
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $8,473
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,408
Amount paid for insurance broker fees0
Insurance broker organization code?3
DELTA DENTAL OF NEW YORK (National Association of Insurance Commissioners NAIC id number: 55263 )
Policy contract number18170
Policy instance 2
Insurance contract or identification number18170
Number of Individuals Covered119
Insurance policy start date2021-02-01
Insurance policy end date2022-01-31
Total amount of commissions paid to insurance brokerUSD $5,915
Total amount of fees paid to insurance companyUSD $0
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $59,146
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?Yes
Commission paid to Insurance BrokerUSD $2,957
Amount paid for insurance broker fees0
Insurance broker organization code?3
UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 )
Policy contract number243912
Policy instance 1
Insurance contract or identification number243912
Number of Individuals Covered252
Insurance policy start date2021-02-01
Insurance policy end date2022-01-31
Total amount of commissions paid to insurance brokerUSD $79,528
Total amount of fees paid to insurance companyUSD $25,662
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $1,246,599
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $25,662
Amount paid for insurance broker fees25662
Additional information about fees paid to insurance brokerSERVICE FEE AGREEMENT
Insurance broker organization code?3
FIDELITY SECURITY LIFE INSURANCE COMPANY OF NEW YORK (National Association of Insurance Commissioners NAIC id number: 67288 )
Policy contract number10216021001
Policy instance 3
Insurance contract or identification number10216021001
Number of Individuals Covered98
Insurance policy start date2020-02-01
Insurance policy end date2021-01-31
Total amount of commissions paid to insurance brokerUSD $796
Total amount of fees paid to insurance companyUSD $0
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $5,541
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $592
Amount paid for insurance broker fees0
Insurance broker organization code?3
DELTA DENTAL OF NEW YORK (National Association of Insurance Commissioners NAIC id number: 55263 )
Policy contract number18170
Policy instance 2
Insurance contract or identification number18170
Number of Individuals Covered107
Insurance policy start date2020-02-01
Insurance policy end date2021-01-31
Total amount of commissions paid to insurance brokerUSD $3,610
Total amount of fees paid to insurance companyUSD $0
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $31,113
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?Yes
Commission paid to Insurance BrokerUSD $1,805
Amount paid for insurance broker fees0
Insurance broker organization code?3
UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 )
Policy contract number243912
Policy instance 1
Insurance contract or identification number243912
Number of Individuals Covered222
Insurance policy start date2020-02-01
Insurance policy end date2021-01-31
Total amount of commissions paid to insurance brokerUSD $59,706
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $1,095,009
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $27,859
Amount paid for insurance broker fees0
Insurance broker organization code?3
FIDELITY SECURITY LIFE INSURANCE COMPANY OF NEW YORK (National Association of Insurance Commissioners NAIC id number: 67288 )
Policy contract number10216021001
Policy instance 3
Insurance contract or identification number10216021001
Number of Individuals Covered73
Insurance policy start date2019-02-01
Insurance policy end date2020-01-31
Total amount of commissions paid to insurance brokerUSD $628
Total amount of fees paid to insurance companyUSD $0
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $4,632
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $438
Amount paid for insurance broker fees0
Insurance broker organization code?3
DELTA DENTAL OF NEW YORK (National Association of Insurance Commissioners NAIC id number: 55263 )
Policy contract number18170
Policy instance 2
Insurance contract or identification number18170
Number of Individuals Covered80
Insurance policy start date2019-02-01
Insurance policy end date2020-01-31
Total amount of commissions paid to insurance brokerUSD $3,551
Total amount of fees paid to insurance companyUSD $0
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $35,506
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?Yes
Commission paid to Insurance BrokerUSD $1,775
Amount paid for insurance broker fees0
Insurance broker organization code?3
OXFORD HEALTH INSURANCE, INC (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract numberFM9815
Policy instance 1
Insurance contract or identification numberFM9815
Number of Individuals Covered197
Insurance policy start date2019-02-01
Insurance policy end date2020-01-31
Total amount of commissions paid to insurance brokerUSD $39,420
Total amount of fees paid to insurance companyUSD $19,852
Health Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $30,733
Amount paid for insurance broker fees0
Insurance broker organization code?3
Additional information about fees paid to insurance brokerADMINISTRATIVE SERVICES
OXFORD HEALTH INSURANCE, INC (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract numberFM9815
Policy instance 1
Insurance contract or identification numberFM9815
Number of Individuals Covered215
Insurance policy start date2018-02-01
Insurance policy end date2019-01-31
Total amount of commissions paid to insurance brokerUSD $46,530
Total amount of fees paid to insurance companyUSD $23,478
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $1,125,149
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 fees23478
Additional information about fees paid to insurance brokerADMINISTRATIVE SERVICES
Insurance broker organization code?3
OXFORD HEALTH INSURANCE, INC (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract numberFM9815
Policy instance 1
Insurance contract or identification numberFM9815
Number of Individuals Covered274
Insurance policy start date2017-02-01
Insurance policy end date2018-01-31
Total amount of commissions paid to insurance brokerUSD $53,996
Total amount of fees paid to insurance companyUSD $28,756
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $1,477,496
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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