?>
Logo

CHIEF INDUSTRIES, INC. HEALTH AND WELFARE PLAN 401k Plan overview

Plan NameCHIEF INDUSTRIES, INC. HEALTH AND WELFARE PLAN
Plan identification number 501

CHIEF INDUSTRIES, INC. HEALTH AND WELFARE PLAN Benefits

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

401k Sponsoring company profile

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

Company Name:CHIEF INDUSTRIES, INC.
Employer identification number (EIN):470444429
NAIC Classification:332300

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CHIEF INDUSTRIES, INC. HEALTH AND WELFARE PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5012022-01-01
5012021-01-01
5012020-01-01
5012019-04-01
5012019-04-01
5012018-04-01
5012017-04-01LORI SCHUPPAN DAVID OSTDIEK2018-11-14
5012017-04-01LORI SCHUPPAN DAVID OSTDIEK2018-09-26
5012016-04-01LORI SCHUPPAN DAVID OSTDIEK2017-10-30
5012015-04-01LORI SCHUPPAN DAVID OSTDIEK2016-10-11
5012014-04-01LORI SCHUPPAN DAVID OSTDIEK2015-10-20
5012013-04-01LORI SCHUPPAN DAVID OSTDIEK2014-09-16
5012012-04-01LORI SCHUPPAN DAVID OSTDIEK2013-10-21
5012011-04-01LORI SCHUPPAN DAVID OSTDIEK2013-10-18
5012010-07-01LORI SCHUPPAN DAVID OSTDIEK2011-10-06
5012009-07-01MARK MORAVEC DAVID OSTDIEK2010-11-16
5012009-07-01MARK MORAVEC DAVID OSTDIEK2010-11-15

Plan Statistics for CHIEF INDUSTRIES, INC. HEALTH AND WELFARE PLAN

401k plan membership statisitcs for CHIEF INDUSTRIES, INC. HEALTH AND WELFARE PLAN

Measure Date Value
2022: CHIEF INDUSTRIES, INC. HEALTH AND WELFARE PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-011,099
Total number of active participants reported on line 7a of the Form 55002022-01-011,181
Total of all active and inactive participants2022-01-011,181
Total participants2022-01-011,181
2021: CHIEF INDUSTRIES, INC. HEALTH AND WELFARE PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-011,086
Total number of active participants reported on line 7a of the Form 55002021-01-011,099
Total of all active and inactive participants2021-01-011,099
Total participants2021-01-011,099
2020: CHIEF INDUSTRIES, INC. HEALTH AND WELFARE PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01924
Total number of active participants reported on line 7a of the Form 55002020-01-011,086
Total of all active and inactive participants2020-01-011,086
Total participants2020-01-011,086
2019: CHIEF INDUSTRIES, INC. HEALTH AND WELFARE PLAN 2019 401k membership
Total participants, beginning-of-year2019-04-01948
Total number of active participants reported on line 7a of the Form 55002019-04-010
Number of retired or separated participants receiving benefits2019-04-010
Total of all active and inactive participants2019-04-010
Total participants2019-04-010
2018: CHIEF INDUSTRIES, INC. HEALTH AND WELFARE PLAN 2018 401k membership
Total participants, beginning-of-year2018-04-01957
Total number of active participants reported on line 7a of the Form 55002018-04-01943
Number of retired or separated participants receiving benefits2018-04-015
Total of all active and inactive participants2018-04-01948
Total participants2018-04-01948
2017: CHIEF INDUSTRIES, INC. HEALTH AND WELFARE PLAN 2017 401k membership
Total participants, beginning-of-year2017-04-01972
Total number of active participants reported on line 7a of the Form 55002017-04-01950
Number of retired or separated participants receiving benefits2017-04-017
Total of all active and inactive participants2017-04-01957
Total participants2017-04-01957
2016: CHIEF INDUSTRIES, INC. HEALTH AND WELFARE PLAN 2016 401k membership
Total participants, beginning-of-year2016-04-01969
Total number of active participants reported on line 7a of the Form 55002016-04-01972
Number of retired or separated participants receiving benefits2016-04-019
Total of all active and inactive participants2016-04-01981
Total participants2016-04-01981
2015: CHIEF INDUSTRIES, INC. HEALTH AND WELFARE PLAN 2015 401k membership
Total participants, beginning-of-year2015-04-011,029
Total number of active participants reported on line 7a of the Form 55002015-04-01968
Number of retired or separated participants receiving benefits2015-04-011
Total of all active and inactive participants2015-04-01969
Total participants2015-04-01969
2014: CHIEF INDUSTRIES, INC. HEALTH AND WELFARE PLAN 2014 401k membership
Total participants, beginning-of-year2014-04-011,086
Total number of active participants reported on line 7a of the Form 55002014-04-011,021
Number of retired or separated participants receiving benefits2014-04-018
Total of all active and inactive participants2014-04-011,029
Total participants2014-04-011,029
2013: CHIEF INDUSTRIES, INC. HEALTH AND WELFARE PLAN 2013 401k membership
Total participants, beginning-of-year2013-04-011,030
Total number of active participants reported on line 7a of the Form 55002013-04-011,075
Number of retired or separated participants receiving benefits2013-04-0111
Total of all active and inactive participants2013-04-011,086
Total participants2013-04-011,086
2012: CHIEF INDUSTRIES, INC. HEALTH AND WELFARE PLAN 2012 401k membership
Total participants, beginning-of-year2012-04-011,013
Total number of active participants reported on line 7a of the Form 55002012-04-011,027
Number of retired or separated participants receiving benefits2012-04-013
Total of all active and inactive participants2012-04-011,030
Total participants2012-04-011,030
2011: CHIEF INDUSTRIES, INC. HEALTH AND WELFARE PLAN 2011 401k membership
Total participants, beginning-of-year2011-04-011,004
Total number of active participants reported on line 7a of the Form 55002011-04-011,011
Number of retired or separated participants receiving benefits2011-04-012
Total of all active and inactive participants2011-04-011,013
Total participants2011-04-011,013
2010: CHIEF INDUSTRIES, INC. HEALTH AND WELFARE PLAN 2010 401k membership
Total participants, beginning-of-year2010-07-011,116
Total number of active participants reported on line 7a of the Form 55002010-07-01998
Number of retired or separated participants receiving benefits2010-07-016
Total of all active and inactive participants2010-07-011,004
Total participants2010-07-011,004
2009: CHIEF INDUSTRIES, INC. HEALTH AND WELFARE PLAN 2009 401k membership
Total participants, beginning-of-year2009-07-011,121
Total number of active participants reported on line 7a of the Form 55002009-07-011,094
Number of retired or separated participants receiving benefits2009-07-0122
Total of all active and inactive participants2009-07-011,116
Total participants2009-07-011,116

Financial Data on CHIEF INDUSTRIES, INC. HEALTH AND WELFARE PLAN

Measure Date Value
2019 : CHIEF INDUSTRIES, INC. HEALTH AND WELFARE PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$1,240,395
Total income from all sources (including contributions)2019-12-31$1,037,223
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$495,588
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$352,846
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$0
Value of total assets at end of year2019-12-31$0
Value of total assets at beginning of year2019-12-31$698,760
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$142,742
Total interest from all sources2019-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$400
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$400
Administrative expenses professional fees incurred2019-12-31$120,387
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Participant contributions at end of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$358,238
Other income not declared elsewhere2019-12-31$1,036,823
Administrative expenses (other) incurred2019-12-31$22,355
Liabilities. Value of operating payables at end of year2019-12-31$0
Liabilities. Value of operating payables at beginning of year2019-12-31$1,173
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$541,635
Value of net assets at end of year (total assets less liabilities)2019-12-31$0
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$-541,635
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$340,522
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$352,846
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31Yes
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31No
Liabilities. Value of benefit claims payable at end of year2019-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$1,239,222
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31BKD LLP
Accountancy firm EIN2019-12-31440160260
Total unrealized appreciation/depreciation of assets2019-03-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-03-31$1,240,395
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-03-31$1,460,756
Total income from all sources (including contributions)2019-03-31$9,056,261
Total loss/gain on sale of assets2019-03-31$0
Total of all expenses incurred2019-03-31$12,528,974
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-03-31$11,719,871
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-03-31$8,996,470
Value of total assets at end of year2019-03-31$698,760
Value of total assets at beginning of year2019-03-31$4,391,834
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-03-31$809,103
Total interest from all sources2019-03-31$0
Total dividends received (eg from common stock, registered investment company shares)2019-03-31$59,791
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-03-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-03-31$59,791
Administrative expenses professional fees incurred2019-03-31$794,882
Was this plan covered by a fidelity bond2019-03-31Yes
Value of fidelity bond cover2019-03-31$500,000
If this is an individual account plan, was there a blackout period2019-03-31No
Were there any nonexempt tranactions with any party-in-interest2019-03-31No
Contributions received from participants2019-03-31$4,095,597
Participant contributions at end of year2019-03-31$358,238
Participant contributions at beginning of year2019-03-31$363,828
Administrative expenses (other) incurred2019-03-31$14,221
Liabilities. Value of operating payables at end of year2019-03-31$1,173
Liabilities. Value of operating payables at beginning of year2019-03-31$1,169
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-03-31No
Value of net income/loss2019-03-31$-3,472,713
Value of net assets at end of year (total assets less liabilities)2019-03-31$-541,635
Value of net assets at beginning of year (total assets less liabilities)2019-03-31$2,931,078
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-03-31No
Were any leases to which the plan was party in default or uncollectible2019-03-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-03-31$340,522
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-03-31$4,028,006
Expenses. Payments to insurance carriers foe the provision of benefits2019-03-31$926,897
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-03-31Yes
Was there a failure to transmit to the plan any participant contributions2019-03-31No
Has the plan failed to provide any benefit when due under the plan2019-03-31No
Contributions received in cash from employer2019-03-31$4,900,873
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-03-31$10,792,974
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-03-31No
Liabilities. Value of benefit claims payable at end of year2019-03-31$1,239,222
Liabilities. Value of benefit claims payable at beginning of year2019-03-31$1,459,587
Did the plan have assets held for investment2019-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-03-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-03-31Yes
Opinion of an independent qualified public accountant for this plan2019-03-31Disclaimer
Accountancy firm name2019-03-31BKD LLP
Accountancy firm EIN2019-03-31440160260
2018 : CHIEF INDUSTRIES, INC. HEALTH AND WELFARE PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-03-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-03-31$1,460,757
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-03-31$1,640,219
Total income from all sources (including contributions)2018-03-31$12,999,952
Total loss/gain on sale of assets2018-03-31$0
Total of all expenses incurred2018-03-31$13,245,237
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-03-31$12,653,323
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-03-31$12,964,850
Value of total assets at end of year2018-03-31$4,391,834
Value of total assets at beginning of year2018-03-31$4,816,581
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-03-31$591,914
Total interest from all sources2018-03-31$0
Total dividends received (eg from common stock, registered investment company shares)2018-03-31$35,102
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-03-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-03-31$35,102
Administrative expenses professional fees incurred2018-03-31$588,989
Was this plan covered by a fidelity bond2018-03-31Yes
Value of fidelity bond cover2018-03-31$500,000
If this is an individual account plan, was there a blackout period2018-03-31No
Were there any nonexempt tranactions with any party-in-interest2018-03-31No
Contributions received from participants2018-03-31$4,413,141
Participant contributions at end of year2018-03-31$363,828
Participant contributions at beginning of year2018-03-31$333,036
Administrative expenses (other) incurred2018-03-31$2,925
Liabilities. Value of operating payables at end of year2018-03-31$1,170
Liabilities. Value of operating payables at beginning of year2018-03-31$1,182
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-03-31No
Value of net income/loss2018-03-31$-245,285
Value of net assets at end of year (total assets less liabilities)2018-03-31$2,931,077
Value of net assets at beginning of year (total assets less liabilities)2018-03-31$3,176,362
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-03-31No
Were any leases to which the plan was party in default or uncollectible2018-03-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-03-31$4,028,006
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-03-31$4,483,545
Expenses. Payments to insurance carriers foe the provision of benefits2018-03-31$860,798
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-03-31Yes
Was there a failure to transmit to the plan any participant contributions2018-03-31No
Has the plan failed to provide any benefit when due under the plan2018-03-31No
Contributions received in cash from employer2018-03-31$8,551,709
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-03-31$11,792,525
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-03-31No
Liabilities. Value of benefit claims payable at end of year2018-03-31$1,459,587
Liabilities. Value of benefit claims payable at beginning of year2018-03-31$1,639,037
Did the plan have assets held for investment2018-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-03-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-03-31Yes
Opinion of an independent qualified public accountant for this plan2018-03-31Disclaimer
Accountancy firm name2018-03-31BKD LLP
Accountancy firm EIN2018-03-31440160260
2017 : CHIEF INDUSTRIES, INC. HEALTH AND WELFARE PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-03-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-03-31$1,640,219
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-03-31$1,673,012
Total income from all sources (including contributions)2017-03-31$13,214,575
Total loss/gain on sale of assets2017-03-31$0
Total of all expenses incurred2017-03-31$12,436,133
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-03-31$11,581,299
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-03-31$13,203,477
Value of total assets at end of year2017-03-31$4,816,581
Value of total assets at beginning of year2017-03-31$4,070,932
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-03-31$854,834
Total interest from all sources2017-03-31$0
Total dividends received (eg from common stock, registered investment company shares)2017-03-31$11,098
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-03-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-03-31$11,098
Was this plan covered by a fidelity bond2017-03-31Yes
Value of fidelity bond cover2017-03-31$500,000
If this is an individual account plan, was there a blackout period2017-03-31No
Were there any nonexempt tranactions with any party-in-interest2017-03-31No
Contributions received from participants2017-03-31$4,502,623
Participant contributions at beginning of year2017-03-31$2,326
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-03-31$333,036
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-03-31$177,522
Administrative expenses (other) incurred2017-03-31$47,358
Liabilities. Value of operating payables at end of year2017-03-31$1,182
Liabilities. Value of operating payables at beginning of year2017-03-31$138,023
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-03-31No
Value of net income/loss2017-03-31$778,442
Value of net assets at end of year (total assets less liabilities)2017-03-31$3,176,362
Value of net assets at beginning of year (total assets less liabilities)2017-03-31$2,397,920
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-03-31No
Were any leases to which the plan was party in default or uncollectible2017-03-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-03-31$4,483,545
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-03-31$3,891,084
Expenses. Payments to insurance carriers foe the provision of benefits2017-03-31$766,385
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-03-31Yes
Was there a failure to transmit to the plan any participant contributions2017-03-31No
Has the plan failed to provide any benefit when due under the plan2017-03-31No
Contributions received in cash from employer2017-03-31$8,700,854
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-03-31$10,814,914
Contract administrator fees2017-03-31$807,476
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-03-31No
Liabilities. Value of benefit claims payable at end of year2017-03-31$1,639,037
Liabilities. Value of benefit claims payable at beginning of year2017-03-31$1,534,989
Did the plan have assets held for investment2017-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-03-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-03-31Yes
Opinion of an independent qualified public accountant for this plan2017-03-31Disclaimer
Accountancy firm name2017-03-31BKD LLP
Accountancy firm EIN2017-03-31440160260
2016 : CHIEF INDUSTRIES, INC. HEALTH AND WELFARE PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-03-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-03-31$1,673,012
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-03-31$1,658,468
Total income from all sources (including contributions)2016-03-31$13,123,119
Total loss/gain on sale of assets2016-03-31$0
Total of all expenses incurred2016-03-31$11,844,893
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-03-31$10,806,223
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-03-31$13,121,350
Value of total assets at end of year2016-03-31$4,070,932
Value of total assets at beginning of year2016-03-31$2,778,162
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-03-31$1,038,670
Total interest from all sources2016-03-31$1,769
Total dividends received (eg from common stock, registered investment company shares)2016-03-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-03-31No
Was this plan covered by a fidelity bond2016-03-31Yes
Value of fidelity bond cover2016-03-31$2,000,000
If this is an individual account plan, was there a blackout period2016-03-31No
Were there any nonexempt tranactions with any party-in-interest2016-03-31No
Contributions received from participants2016-03-31$4,425,015
Participant contributions at end of year2016-03-31$2,326
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-03-31$177,522
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-03-31$9,238
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-03-31$1,040,000
Liabilities. Value of operating payables at end of year2016-03-31$138,023
Liabilities. Value of operating payables at beginning of year2016-03-31$235,321
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-03-31No
Value of net income/loss2016-03-31$1,278,226
Value of net assets at end of year (total assets less liabilities)2016-03-31$2,397,920
Value of net assets at beginning of year (total assets less liabilities)2016-03-31$1,119,694
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-03-31No
Were any leases to which the plan was party in default or uncollectible2016-03-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-03-31$3,891,084
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-03-31$2,768,924
Interest earned on other investments2016-03-31$1,769
Expenses. Payments to insurance carriers foe the provision of benefits2016-03-31$694,959
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-03-31Yes
Was there a failure to transmit to the plan any participant contributions2016-03-31No
Has the plan failed to provide any benefit when due under the plan2016-03-31No
Contributions received in cash from employer2016-03-31$8,696,335
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-03-31$10,111,264
Contract administrator fees2016-03-31$1,038,670
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-03-31No
Liabilities. Value of benefit claims payable at end of year2016-03-31$1,534,989
Liabilities. Value of benefit claims payable at beginning of year2016-03-31$383,147
Did the plan have assets held for investment2016-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-03-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-03-31Yes
Opinion of an independent qualified public accountant for this plan2016-03-31Disclaimer
Accountancy firm name2016-03-31BKD LLP
Accountancy firm EIN2016-03-31440160260
2015 : CHIEF INDUSTRIES, INC. HEALTH AND WELFARE PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-03-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-03-31$1,658,468
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-03-31$1,547,253
Total income from all sources (including contributions)2015-03-31$14,185,997
Total loss/gain on sale of assets2015-03-31$0
Total of all expenses incurred2015-03-31$13,872,184
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-03-31$12,701,046
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-03-31$14,185,720
Value of total assets at end of year2015-03-31$2,778,162
Value of total assets at beginning of year2015-03-31$2,353,134
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-03-31$1,171,138
Total interest from all sources2015-03-31$277
Total dividends received (eg from common stock, registered investment company shares)2015-03-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-03-31No
Was this plan covered by a fidelity bond2015-03-31Yes
Value of fidelity bond cover2015-03-31$5,000,000
If this is an individual account plan, was there a blackout period2015-03-31No
Were there any nonexempt tranactions with any party-in-interest2015-03-31No
Contributions received from participants2015-03-31$4,849,986
Participant contributions at beginning of year2015-03-31$2,121
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-03-31$9,238
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-03-31$9,238
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-03-31$1,040,000
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-03-31$987,712
Liabilities. Value of operating payables at end of year2015-03-31$235,321
Liabilities. Value of operating payables at beginning of year2015-03-31$87,448
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-03-31No
Value of net income/loss2015-03-31$313,813
Value of net assets at end of year (total assets less liabilities)2015-03-31$1,119,694
Value of net assets at beginning of year (total assets less liabilities)2015-03-31$805,881
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-03-31No
Were any leases to which the plan was party in default or uncollectible2015-03-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-03-31$2,768,924
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-03-31$2,341,775
Interest earned on other investments2015-03-31$277
Expenses. Payments to insurance carriers foe the provision of benefits2015-03-31$667,829
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-03-31Yes
Was there a failure to transmit to the plan any participant contributions2015-03-31No
Has the plan failed to provide any benefit when due under the plan2015-03-31No
Contributions received in cash from employer2015-03-31$9,335,734
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-03-31$12,033,217
Contract administrator fees2015-03-31$1,171,138
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-03-31No
Liabilities. Value of benefit claims payable at end of year2015-03-31$383,147
Liabilities. Value of benefit claims payable at beginning of year2015-03-31$472,093
Did the plan have assets held for investment2015-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-03-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-03-31Yes
Opinion of an independent qualified public accountant for this plan2015-03-31Disclaimer
Accountancy firm name2015-03-31SCHROEDER & SCHREINER, PC
Accountancy firm EIN2015-03-31470750655
2014 : CHIEF INDUSTRIES, INC. HEALTH AND WELFARE PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-03-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-03-31$1,547,253
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-03-31$1,376,147
Total income from all sources (including contributions)2014-03-31$13,326,040
Total loss/gain on sale of assets2014-03-31$0
Total of all expenses incurred2014-03-31$14,287,133
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-03-31$13,394,378
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-03-31$13,325,794
Value of total assets at end of year2014-03-31$2,353,134
Value of total assets at beginning of year2014-03-31$3,143,121
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-03-31$892,755
Total interest from all sources2014-03-31$246
Total dividends received (eg from common stock, registered investment company shares)2014-03-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-03-31No
Was this plan covered by a fidelity bond2014-03-31Yes
Value of fidelity bond cover2014-03-31$5,000,000
If this is an individual account plan, was there a blackout period2014-03-31No
Were there any nonexempt tranactions with any party-in-interest2014-03-31No
Contributions received from participants2014-03-31$4,492,743
Participant contributions at end of year2014-03-31$2,121
Participant contributions at beginning of year2014-03-31$10,167
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-03-31$9,238
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-03-31$9,248
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-03-31$987,712
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-03-31$872,000
Liabilities. Value of operating payables at end of year2014-03-31$87,448
Liabilities. Value of operating payables at beginning of year2014-03-31$81,937
Total non interest bearing cash at end of year2014-03-31$0
Total non interest bearing cash at beginning of year2014-03-31$315,606
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-03-31No
Value of net income/loss2014-03-31$-961,093
Value of net assets at end of year (total assets less liabilities)2014-03-31$805,881
Value of net assets at beginning of year (total assets less liabilities)2014-03-31$1,766,974
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-03-31No
Were any leases to which the plan was party in default or uncollectible2014-03-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-03-31$2,341,775
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-03-31$2,808,100
Interest earned on other investments2014-03-31$246
Expenses. Payments to insurance carriers foe the provision of benefits2014-03-31$511,001
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-03-31Yes
Was there a failure to transmit to the plan any participant contributions2014-03-31No
Has the plan failed to provide any benefit when due under the plan2014-03-31No
Contributions received in cash from employer2014-03-31$8,833,051
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-03-31$12,883,377
Contract administrator fees2014-03-31$892,755
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-03-31No
Liabilities. Value of benefit claims payable at end of year2014-03-31$472,093
Liabilities. Value of benefit claims payable at beginning of year2014-03-31$422,210
Did the plan have assets held for investment2014-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-03-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-03-31Yes
Opinion of an independent qualified public accountant for this plan2014-03-31Disclaimer
Accountancy firm name2014-03-31SCHROEDER & SCHREINER, PC
Accountancy firm EIN2014-03-31470750655
2013 : CHIEF INDUSTRIES, INC. HEALTH AND WELFARE PLAN 2013 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-03-31$1,376,147
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-03-31$1,314,570
Total income from all sources (including contributions)2013-03-31$12,168,611
Total of all expenses incurred2013-03-31$11,629,958
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-03-31$10,889,704
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-03-31$12,168,326
Value of total assets at end of year2013-03-31$3,143,121
Value of total assets at beginning of year2013-03-31$2,542,891
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-03-31$740,254
Total interest from all sources2013-03-31$285
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-03-31No
Was this plan covered by a fidelity bond2013-03-31Yes
Value of fidelity bond cover2013-03-31$5,000,000
If this is an individual account plan, was there a blackout period2013-03-31No
Were there any nonexempt tranactions with any party-in-interest2013-03-31No
Contributions received from participants2013-03-31$4,058,442
Participant contributions at end of year2013-03-31$10,167
Participant contributions at beginning of year2013-03-31$2,236
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-03-31$9,248
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-03-31$9,238
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-03-31$872,000
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-03-31$845,000
Liabilities. Value of operating payables at end of year2013-03-31$81,937
Liabilities. Value of operating payables at beginning of year2013-03-31$100,744
Total non interest bearing cash at end of year2013-03-31$315,606
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-03-31No
Value of net income/loss2013-03-31$538,653
Value of net assets at end of year (total assets less liabilities)2013-03-31$1,766,974
Value of net assets at beginning of year (total assets less liabilities)2013-03-31$1,228,321
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-03-31No
Were any leases to which the plan was party in default or uncollectible2013-03-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-03-31$2,808,100
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-03-31$2,531,417
Interest earned on other investments2013-03-31$285
Expenses. Payments to insurance carriers foe the provision of benefits2013-03-31$477,789
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-03-31Yes
Was there a failure to transmit to the plan any participant contributions2013-03-31No
Has the plan failed to provide any benefit when due under the plan2013-03-31No
Contributions received in cash from employer2013-03-31$8,109,884
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-03-31$10,411,915
Contract administrator fees2013-03-31$740,254
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-03-31No
Liabilities. Value of benefit claims payable at end of year2013-03-31$422,210
Liabilities. Value of benefit claims payable at beginning of year2013-03-31$368,826
Did the plan have assets held for investment2013-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-03-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-03-31Yes
Opinion of an independent qualified public accountant for this plan2013-03-31Disclaimer
Accountancy firm name2013-03-31SCHROEDER & SCHREINER, PC
Accountancy firm EIN2013-03-31470750655
2012 : CHIEF INDUSTRIES, INC. HEALTH AND WELFARE PLAN 2012 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-03-31$1,314,570
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-03-31$986,181
Total income from all sources (including contributions)2012-03-31$11,785,895
Total of all expenses incurred2012-03-31$10,852,726
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-03-31$10,119,215
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-03-31$11,785,655
Value of total assets at end of year2012-03-31$2,542,891
Value of total assets at beginning of year2012-03-31$1,281,333
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-03-31$733,511
Total interest from all sources2012-03-31$240
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-03-31No
Was this plan covered by a fidelity bond2012-03-31Yes
Value of fidelity bond cover2012-03-31$5,000,000
If this is an individual account plan, was there a blackout period2012-03-31No
Were there any nonexempt tranactions with any party-in-interest2012-03-31No
Contributions received from participants2012-03-31$3,927,587
Participant contributions at end of year2012-03-31$2,236
Participant contributions at beginning of year2012-03-31$6,258
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-03-31$9,238
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-03-31$845,000
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-03-31$825,000
Liabilities. Value of operating payables at end of year2012-03-31$100,744
Liabilities. Value of operating payables at beginning of year2012-03-31$70,240
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-03-31No
Value of net income/loss2012-03-31$933,169
Value of net assets at end of year (total assets less liabilities)2012-03-31$1,228,321
Value of net assets at beginning of year (total assets less liabilities)2012-03-31$295,152
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-03-31No
Were any leases to which the plan was party in default or uncollectible2012-03-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-03-31$2,531,417
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-03-31$1,274,247
Interest earned on other investments2012-03-31$240
Expenses. Payments to insurance carriers foe the provision of benefits2012-03-31$427,883
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-03-31Yes
Was there a failure to transmit to the plan any participant contributions2012-03-31No
Has the plan failed to provide any benefit when due under the plan2012-03-31No
Contributions received in cash from employer2012-03-31$7,858,068
Employer contributions (assets) at end of year2012-03-31$0
Employer contributions (assets) at beginning of year2012-03-31$828
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-03-31$9,691,332
Contract administrator fees2012-03-31$733,511
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-03-31No
Liabilities. Value of benefit claims payable at end of year2012-03-31$368,826
Liabilities. Value of benefit claims payable at beginning of year2012-03-31$90,941
Did the plan have assets held for investment2012-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-03-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-03-31Yes
Opinion of an independent qualified public accountant for this plan2012-03-31Disclaimer
Accountancy firm name2012-03-31SCHROEDER & SCHREINER, PC
Accountancy firm EIN2012-03-31470750655
2011 : CHIEF INDUSTRIES, INC. HEALTH AND WELFARE PLAN 2011 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-03-31$986,181
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-03-31$1,649,778
Total income from all sources (including contributions)2011-03-31$7,614,309
Total of all expenses incurred2011-03-31$6,974,340
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-03-31$6,561,304
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-03-31$7,614,186
Value of total assets at end of year2011-03-31$1,281,333
Value of total assets at beginning of year2011-03-31$1,304,961
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-03-31$413,036
Total interest from all sources2011-03-31$123
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-03-31No
Was this plan covered by a fidelity bond2011-03-31Yes
Value of fidelity bond cover2011-03-31$5,000,000
If this is an individual account plan, was there a blackout period2011-03-31No
Were there any nonexempt tranactions with any party-in-interest2011-03-31No
Contributions received from participants2011-03-31$2,545,125
Participant contributions at end of year2011-03-31$6,258
Participant contributions at beginning of year2011-03-31$6,117
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-03-31$9,288
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-03-31$825,000
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-03-31$800,000
Liabilities. Value of operating payables at end of year2011-03-31$70,240
Liabilities. Value of operating payables at beginning of year2011-03-31$60,566
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-03-31No
Value of net income/loss2011-03-31$639,969
Value of net assets at end of year (total assets less liabilities)2011-03-31$295,152
Value of net assets at beginning of year (total assets less liabilities)2011-03-31$-344,817
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-03-31No
Were any leases to which the plan was party in default or uncollectible2011-03-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-03-31$1,274,247
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-03-31$1,240,487
Interest earned on other investments2011-03-31$123
Expenses. Payments to insurance carriers foe the provision of benefits2011-03-31$253,623
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-03-31Yes
Was there a failure to transmit to the plan any participant contributions2011-03-31No
Has the plan failed to provide any benefit when due under the plan2011-03-31No
Contributions received in cash from employer2011-03-31$5,069,061
Employer contributions (assets) at end of year2011-03-31$828
Employer contributions (assets) at beginning of year2011-03-31$49,069
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-03-31$6,307,681
Contract administrator fees2011-03-31$413,036
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-03-31No
Liabilities. Value of benefit claims payable at end of year2011-03-31$90,941
Liabilities. Value of benefit claims payable at beginning of year2011-03-31$789,212
Did the plan have assets held for investment2011-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-03-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-03-31Yes
Opinion of an independent qualified public accountant for this plan2011-03-31Disclaimer
Accountancy firm name2011-03-31SCHROEDER & SCHREINER, PC
Accountancy firm EIN2011-03-31470750655

Form 5500 Responses for CHIEF INDUSTRIES, INC. HEALTH AND WELFARE PLAN

2022: CHIEF INDUSTRIES, INC. HEALTH AND WELFARE PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
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: CHIEF INDUSTRIES, INC. HEALTH AND WELFARE PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – General assets of the sponsorYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement – General assets of the sponsorYes
2020: CHIEF INDUSTRIES, INC. HEALTH AND WELFARE PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan benefit arrangement – InsuranceYes
2019: CHIEF INDUSTRIES, INC. HEALTH AND WELFARE PLAN 2019 form 5500 responses
2019-04-01Type of plan entitySingle employer plan
2019-04-01Submission has been amendedNo
2019-04-01This submission is the final filingYes
2019-04-01This return/report is a short plan year return/report (less than 12 months)Yes
2019-04-01Plan is a collectively bargained planNo
2019-04-01Plan funding arrangement – InsuranceYes
2019-04-01Plan funding arrangement – TrustYes
2019-04-01Plan benefit arrangement – InsuranceYes
2019-04-01Plan benefit arrangement - TrustYes
2018: CHIEF INDUSTRIES, INC. HEALTH AND WELFARE PLAN 2018 form 5500 responses
2018-04-01Type of plan entitySingle employer plan
2018-04-01Submission has been amendedNo
2018-04-01This submission is the final filingNo
2018-04-01This return/report is a short plan year return/report (less than 12 months)No
2018-04-01Plan is a collectively bargained planNo
2018-04-01Plan funding arrangement – InsuranceYes
2018-04-01Plan funding arrangement – TrustYes
2018-04-01Plan benefit arrangement – InsuranceYes
2018-04-01Plan benefit arrangement - TrustYes
2017: CHIEF INDUSTRIES, INC. HEALTH AND WELFARE PLAN 2017 form 5500 responses
2017-04-01Type of plan entitySingle employer plan
2017-04-01Submission has been amendedYes
2017-04-01This submission is the final filingNo
2017-04-01This return/report is a short plan year return/report (less than 12 months)No
2017-04-01Plan is a collectively bargained planNo
2017-04-01Plan funding arrangement – InsuranceYes
2017-04-01Plan funding arrangement – TrustYes
2017-04-01Plan benefit arrangement – InsuranceYes
2017-04-01Plan benefit arrangement - TrustYes
2016: CHIEF INDUSTRIES, INC. HEALTH AND WELFARE PLAN 2016 form 5500 responses
2016-04-01Type of plan entitySingle employer plan
2016-04-01Submission has been amendedNo
2016-04-01This submission is the final filingNo
2016-04-01This return/report is a short plan year return/report (less than 12 months)No
2016-04-01Plan is a collectively bargained planNo
2016-04-01Plan funding arrangement – InsuranceYes
2016-04-01Plan funding arrangement – TrustYes
2016-04-01Plan benefit arrangement – InsuranceYes
2016-04-01Plan benefit arrangement - TrustYes
2015: CHIEF INDUSTRIES, INC. HEALTH AND WELFARE PLAN 2015 form 5500 responses
2015-04-01Type of plan entitySingle employer plan
2015-04-01Submission has been amendedNo
2015-04-01This submission is the final filingNo
2015-04-01This return/report is a short plan year return/report (less than 12 months)No
2015-04-01Plan is a collectively bargained planNo
2015-04-01Plan funding arrangement – InsuranceYes
2015-04-01Plan funding arrangement – TrustYes
2015-04-01Plan benefit arrangement – InsuranceYes
2015-04-01Plan benefit arrangement - TrustYes
2014: CHIEF INDUSTRIES, INC. HEALTH AND WELFARE PLAN 2014 form 5500 responses
2014-04-01Type of plan entitySingle employer plan
2014-04-01Submission has been amendedNo
2014-04-01This submission is the final filingNo
2014-04-01This return/report is a short plan year return/report (less than 12 months)No
2014-04-01Plan is a collectively bargained planNo
2014-04-01Plan funding arrangement – InsuranceYes
2014-04-01Plan funding arrangement – TrustYes
2014-04-01Plan benefit arrangement – InsuranceYes
2014-04-01Plan benefit arrangement - TrustYes
2013: CHIEF INDUSTRIES, INC. HEALTH AND WELFARE PLAN 2013 form 5500 responses
2013-04-01Type of plan entitySingle employer plan
2013-04-01Submission has been amendedNo
2013-04-01This submission is the final filingNo
2013-04-01This return/report is a short plan year return/report (less than 12 months)No
2013-04-01Plan is a collectively bargained planNo
2013-04-01Plan funding arrangement – InsuranceYes
2013-04-01Plan funding arrangement – TrustYes
2013-04-01Plan benefit arrangement – InsuranceYes
2013-04-01Plan benefit arrangement - TrustYes
2012: CHIEF INDUSTRIES, INC. HEALTH AND WELFARE PLAN 2012 form 5500 responses
2012-04-01Type of plan entitySingle employer plan
2012-04-01Submission has been amendedNo
2012-04-01This submission is the final filingNo
2012-04-01This return/report is a short plan year return/report (less than 12 months)No
2012-04-01Plan is a collectively bargained planNo
2012-04-01Plan funding arrangement – InsuranceYes
2012-04-01Plan funding arrangement – TrustYes
2012-04-01Plan benefit arrangement – InsuranceYes
2012-04-01Plan benefit arrangement - TrustYes
2011: CHIEF INDUSTRIES, INC. HEALTH AND WELFARE PLAN 2011 form 5500 responses
2011-04-01Type of plan entitySingle employer plan
2011-04-01Submission has been amendedYes
2011-04-01This submission is the final filingNo
2011-04-01This return/report is a short plan year return/report (less than 12 months)No
2011-04-01Plan is a collectively bargained planNo
2011-04-01Plan funding arrangement – InsuranceYes
2011-04-01Plan funding arrangement – TrustYes
2011-04-01Plan benefit arrangement – InsuranceYes
2011-04-01Plan benefit arrangement - TrustYes
2010: CHIEF INDUSTRIES, INC. HEALTH AND WELFARE PLAN 2010 form 5500 responses
2010-07-01Type of plan entitySingle employer plan
2010-07-01Submission has been amendedNo
2010-07-01This submission is the final filingNo
2010-07-01This return/report is a short plan year return/report (less than 12 months)Yes
2010-07-01Plan is a collectively bargained planNo
2010-07-01Plan funding arrangement – InsuranceYes
2010-07-01Plan funding arrangement – TrustYes
2010-07-01Plan benefit arrangement – InsuranceYes
2010-07-01Plan benefit arrangement - TrustYes
2009: CHIEF INDUSTRIES, INC. HEALTH AND WELFARE PLAN 2009 form 5500 responses
2009-07-01Type of plan entitySingle employer plan
2009-07-01Submission has been amendedYes
2009-07-01This submission is the final filingNo
2009-07-01This return/report is a short plan year return/report (less than 12 months)No
2009-07-01Plan is a collectively bargained planNo
2009-07-01Plan funding arrangement – InsuranceYes
2009-07-01Plan funding arrangement – TrustYes
2009-07-01Plan benefit arrangement – InsuranceYes
2009-07-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

BLUE CROSS BLUE SHIELD OF NEBRASKA (National Association of Insurance Commissioners NAIC id number: 77780 )
Policy contract number104935
Policy instance 3
Insurance contract or identification number104935
Number of Individuals Covered1611
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of fees paid to insurance companyUSD $426,827
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 BenefitNo
Vision Insurance Welfare BenefitNo
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 $11,163,012
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 numberG000BS87
Policy instance 2
Insurance contract or identification numberG000BS87
Number of Individuals Covered1181
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $83,276
Total amount of fees paid to insurance companyUSD $29,772
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 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 providedAD&D
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 $486,089
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees29772
Additional information about fees paid to insurance brokerOTHER COMPENSATION
Insurance broker organization code?3
Commission paid to Insurance BrokerUSD $83,276
AMERITAS LIFE INSURANCE CORP. (National Association of Insurance Commissioners NAIC id number: 61301 )
Policy contract numberWELFARE PLAN
Policy instance 1
Insurance contract or identification numberWELFARE PLAN
Number of Individuals Covered1793
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $5,389
Total amount of fees paid to insurance companyUSD $1,228
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 BenefitNo
Dental Insurance Welfare BenefitNo
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 $107,773
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees6617
Additional information about fees paid to insurance brokerNON-MONETARY COMPENSATION PAID TO BROKER
Insurance broker organization code?4
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract numberG000BS87
Policy instance 3
Insurance contract or identification numberG000BS87
Number of Individuals Covered1099
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $79,700
Total amount of fees paid to insurance companyUSD $7,642
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 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 providedAD&D
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 $465,480
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $32,184
Additional information about fees paid to insurance brokerAGENT OR BROKER OF RECORD
Insurance broker organization code?3
Amount paid for insurance broker fees7642
BLUE CROSS BLUE SHIELD OF NEBRASKA (National Association of Insurance Commissioners NAIC id number: 77780 )
Policy contract number104935
Policy instance 2
Insurance contract or identification number104935
Number of Individuals Covered1560
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of fees paid to insurance companyUSD $272,688
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 BenefitNo
Vision Insurance Welfare BenefitNo
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 $9,763,029
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AMERITAS LIFE INSURANCE CORP. (National Association of Insurance Commissioners NAIC id number: 61301 )
Policy contract numberWELFARE PLAN
Policy instance 1
Insurance contract or identification numberWELFARE PLAN
Number of Individuals Covered1687
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $6,245
Total amount of fees paid to insurance companyUSD $5,160
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 BenefitNo
Dental Insurance Welfare BenefitNo
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 $124,898
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees5160
Additional information about fees paid to insurance brokerNON-MONETARY COMPENSATION PAID TO BROKER
Insurance broker organization code?4
SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 )
Policy contract number236402
Policy instance 1
Insurance contract or identification number236402
Number of Individuals Covered1086
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $70,404
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 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 providedAD&D
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 $464,597
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $70,404
Amount paid for insurance broker fees23374
Additional information about fees paid to insurance brokerBONUS
Insurance broker organization code?3
UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 )
Policy contract number906541
Policy instance 2
Insurance contract or identification number906541
Number of Individuals Covered1772
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
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 BenefitNo
Vision Insurance Welfare BenefitNo
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 $969,328
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AMERITAS LIFE INSURANCE CORP. (National Association of Insurance Commissioners NAIC id number: 61301 )
Policy contract numberWELFARE PLAN
Policy instance 3
Insurance contract or identification numberWELFARE PLAN
Number of Individuals Covered1650
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $6,685
Total amount of fees paid to insurance companyUSD $1,591
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 BenefitNo
Dental Insurance Welfare BenefitNo
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 $133,694
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees8276
Additional information about fees paid to insurance brokerNON-MONETARY COMPENSATION PAID TO BROKER
Insurance broker organization code?4
AMERITAS LIFE INSURANCE CORP. (National Association of Insurance Commissioners NAIC id number: 61301 )
Policy contract numberWELFARE PLAN
Policy instance 2
Insurance contract or identification numberWELFARE PLAN
Number of Individuals Covered1729
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $7,043
Total amount of fees paid to insurance companyUSD $838
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 BenefitNo
Dental Insurance Welfare BenefitNo
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 $140,859
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees7881
Additional information about fees paid to insurance brokerNON-MONETARY COMPENSATION PAID TO BROKER
Insurance broker organization code?4
UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 )
Policy contract number906541
Policy instance 1
Insurance contract or identification number906541
Number of Individuals Covered1881
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
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 BenefitNo
Vision Insurance Welfare BenefitNo
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 $891,264
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AMERITAS LIFE INSURANCE CORP. (National Association of Insurance Commissioners NAIC id number: 61301 )
Policy contract numberWELFARE PLAN
Policy instance 2
Insurance contract or identification numberWELFARE PLAN
Number of Individuals Covered1680
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $6,405
Total amount of fees paid to insurance companyUSD $0
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 BenefitNo
Dental Insurance Welfare BenefitNo
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 $128,105
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees6405
Additional information about fees paid to insurance brokerNON-MONETARY COMPENSATION PAID TO BROKER
Insurance broker organization code?4
Insurance broker nameLOCKTON COMPANIES LLC
UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 )
Policy contract number906541
Policy instance 1
Insurance contract or identification number906541
Number of Individuals Covered2309
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $39,801
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
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 $795,354
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $29,880
Insurance broker organization code?3
Insurance broker nameLOCKTON COMPANIES LLC (KC SERIES)
AMERITAS LIFE INSURANCE CORP. (National Association of Insurance Commissioners NAIC id number: 61301 )
Policy contract numberWELFARE PLAN
Policy instance 2
Insurance contract or identification numberWELFARE PLAN
Number of Individuals Covered1680
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $6,405
Total amount of fees paid to insurance companyUSD $0
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
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 $128,105
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees6405
Additional information about fees paid to insurance brokerNON-MONETARY COMPENSATION PAID TO BROKER
Insurance broker organization code?4
Insurance broker nameLOCKTON COMPANIES LLC
BLUE CROSS BLUE SHIELD OF NEBRASKA (National Association of Insurance Commissioners NAIC id number: 77780 )
Policy contract number300271
Policy instance 1
Insurance contract or identification number300271
Number of Individuals Covered979
Insurance policy start date2015-07-01
Insurance policy end date2015-12-31
Total amount of fees paid to insurance companyUSD $114
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 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 BenefitNo
Vision Insurance Welfare BenefitNo
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 $378,991
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees114
Additional information about fees paid to insurance brokerNON-MONETARY COMPENSATION PAID TO BROKER
Insurance broker organization code?4
Insurance broker nameLOCKTON COMPANIES LLC
BLUE CROSS BLUE SHIELD OF NEBRASKA (National Association of Insurance Commissioners NAIC id number: 77780 )
Policy contract number300271
Policy instance 1
Insurance contract or identification number300271
Number of Individuals Covered1075
Insurance policy start date2013-07-01
Insurance policy end date2014-06-30
Total amount of fees paid to insurance companyUSD $1,810
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 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 BenefitNo
Vision Insurance Welfare BenefitNo
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 $481,163
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees1810
Additional information about fees paid to insurance brokerNON-MONETARY COMPENSATION PAID TO BROKER
Insurance broker organization code?4
Insurance broker nameLOCKTON COMPANIES, LLC
AMERITAS LIFE INSURANCE CORP. (National Association of Insurance Commissioners NAIC id number: 61301 )
Policy contract number010-301139
Policy instance 2
Insurance contract or identification number010-301139
Number of Individuals Covered1075
Insurance policy start date2013-07-01
Insurance policy end date2014-06-30
Total amount of fees paid to insurance companyUSD $1,267
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 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 BenefitNo
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitNo
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees1267
Additional information about fees paid to insurance brokerNON-MONETARY COMPENSATION PAID TO BROKER
Insurance broker organization code?4
Insurance broker nameLOCKTON COMPANIES, LLC
AMERITAS LIFE INSURANCE CORP. (National Association of Insurance Commissioners NAIC id number: 61301 )
Policy contract number010-301139
Policy instance 2
Insurance contract or identification number010-301139
Number of Individuals Covered1052
Insurance policy start date2012-07-01
Insurance policy end date2013-06-30
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 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 BenefitNo
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitNo
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
BLUE CROSS BLUE SHIELD OF NEBRASKA (National Association of Insurance Commissioners NAIC id number: 77780 )
Policy contract number300271
Policy instance 1
Insurance contract or identification number300271
Number of Individuals Covered1063
Insurance policy start date2012-07-01
Insurance policy end date2013-06-30
Total amount of fees paid to insurance companyUSD $1,571
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 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 BenefitNo
Vision Insurance Welfare BenefitNo
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 $446,053
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees1571
Additional information about fees paid to insurance brokerNON-MONETARY COMPENSATION PAID TO BROKER
Insurance broker organization code?4
Insurance broker nameDAUBERT & BUTLER ASSOCIATES
BLUE CROSS BLUE SHIELD OF NEBRASKA (National Association of Insurance Commissioners NAIC id number: 77780 )
Policy contract number04790
Policy instance 1
Insurance contract or identification number04790
Number of Individuals Covered1019
Insurance policy start date2011-07-01
Insurance policy end date2012-06-30
Total amount of fees paid to insurance companyUSD $1,072
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $425,174
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees1072
Additional information about fees paid to insurance brokerNON-MONETARY COMPENSATION PAID TO BROKER
Insurance broker organization code?4
Insurance broker nameDAUBERT & BUTLER ASSOCIATES
AMERITAS LIFE INSURANCE CORP. (National Association of Insurance Commissioners NAIC id number: 61301 )
Policy contract number010-301139
Policy instance 2
Insurance contract or identification number010-301139
Number of Individuals Covered1037
Insurance policy start date2011-07-01
Insurance policy end date2012-06-30
Dental Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
BLUE CROSS BLUE SHIELD OF NEBRASKA (National Association of Insurance Commissioners NAIC id number: 77780 )
Policy contract number04790
Policy instance 1
Insurance contract or identification number04790
Number of Individuals Covered984
Insurance policy start date2010-07-01
Insurance policy end date2011-06-30
Total amount of fees paid to insurance companyUSD $567
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $299,194
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AMERITAS LIFE INSURANCE CORP. (National Association of Insurance Commissioners NAIC id number: 61301 )
Policy contract number010-301139
Policy instance 2
Insurance contract or identification number010-301139
Number of Individuals Covered997
Insurance policy start date2010-07-01
Insurance policy end date2011-06-30
Dental Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
BLUE CROSS BLUE SHIELD OF NEBRASKA (National Association of Insurance Commissioners NAIC id number: 77780 )
Policy contract number04790
Policy instance 1
Insurance contract or identification number04790
Number of Individuals Covered1004
Insurance policy start date2010-07-01
Insurance policy end date2011-06-30
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S3