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K. E. RODGERS INC INSURANCE PROGRAM 401k Plan overview

Plan NameK. E. RODGERS INC INSURANCE PROGRAM
Plan identification number 501

K. E. RODGERS INC INSURANCE PROGRAM Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Health (other than dental or vision)

401k Sponsoring company profile

K.E. RODGERS, INC. has sponsored the creation of one or more 401k plans.

Company Name:K.E. RODGERS, INC.
Employer identification number (EIN):471531793
NAIC Classification:238220
NAIC Description:Plumbing, Heating, and Air-Conditioning Contractors

Form 5500 Filing Information

Submission information for form 5500 for 401k plan K. E. RODGERS INC INSURANCE PROGRAM

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5012022-01-01JOSHUA SKINNER2023-07-11 JOSHUA SKINNER2023-07-11
5012020-01-01JOSHUA SKINNER2021-10-18 JOSHUA SKINNER2021-10-18
5012019-01-01JOSHUA SKINNER2020-06-24 JOSHUA SKINNER2020-06-24
5012019-01-01JOSHUA SKINNER2020-06-24 JOSHUA SKINNER2020-06-24
5012018-01-01
5012018-01-01JOSHUA SKINNER2019-06-12 JOSHUA SKINNER2019-06-12
5012017-01-01

Plan Statistics for K. E. RODGERS INC INSURANCE PROGRAM

401k plan membership statisitcs for K. E. RODGERS INC INSURANCE PROGRAM

Measure Date Value
2022: K. E. RODGERS INC INSURANCE PROGRAM 2022 401k membership
Total participants, beginning-of-year2022-01-015
Total number of active participants reported on line 7a of the Form 55002022-01-014
Total of all active and inactive participants2022-01-014
2020: K. E. RODGERS INC INSURANCE PROGRAM 2020 401k membership
Total participants, beginning-of-year2020-01-014
Total number of active participants reported on line 7a of the Form 55002020-01-014
Total of all active and inactive participants2020-01-014
2019: K. E. RODGERS INC INSURANCE PROGRAM 2019 401k membership
Total participants, beginning-of-year2019-01-015
Total number of active participants reported on line 7a of the Form 55002019-01-014
Total of all active and inactive participants2019-01-014
2018: K. E. RODGERS INC INSURANCE PROGRAM 2018 401k membership
Total participants, beginning-of-year2018-01-015
Total number of active participants reported on line 7a of the Form 55002018-01-015
Total of all active and inactive participants2018-01-015
2017: K. E. RODGERS INC INSURANCE PROGRAM 2017 401k membership
Total participants, beginning-of-year2017-01-014
Total number of active participants reported on line 7a of the Form 55002017-01-015
Total of all active and inactive participants2017-01-015

Financial Data on K. E. RODGERS INC INSURANCE PROGRAM

Measure Date Value
2022 : K. E. RODGERS INC INSURANCE PROGRAM 2022 401k financial data
Total income from all sources2022-12-31$7,347
Expenses. Total of all expenses incurred2022-12-31$7,207
Benefits paid (including direct rollovers)2022-12-31$7,077
Total plan assets at end of year2022-12-31$142
Total plan assets at beginning of year2022-12-31$2
Net income (gross income less expenses)2022-12-31$140
Net plan assets at end of year (total assets less liabilities)2022-12-31$142
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$2
Total contributions received or receivable from employer(s)2022-12-31$7,347
Expenses. Administrative service providers (salaries,fees and commissions)2022-12-31$130
2020 : K. E. RODGERS INC INSURANCE PROGRAM 2020 401k financial data
Total income from all sources2020-12-31$51,166
Expenses. Total of all expenses incurred2020-12-31$51,458
Benefits paid (including direct rollovers)2020-12-31$50,978
Total plan assets at end of year2020-12-31$2
Total plan assets at beginning of year2020-12-31$294
Net income (gross income less expenses)2020-12-31$-292
Net plan assets at end of year (total assets less liabilities)2020-12-31$2
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$294
Total contributions received or receivable from employer(s)2020-12-31$51,166
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$480
2019 : K. E. RODGERS INC INSURANCE PROGRAM 2019 401k financial data
Total income from all sources2019-12-31$37,137
Expenses. Total of all expenses incurred2019-12-31$36,844
Benefits paid (including direct rollovers)2019-12-31$36,463
Total plan assets at end of year2019-12-31$294
Total plan assets at beginning of year2019-12-31$1
Net income (gross income less expenses)2019-12-31$293
Net plan assets at end of year (total assets less liabilities)2019-12-31$294
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$1
Total contributions received or receivable from employer(s)2019-12-31$37,137
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$381
2018 : K. E. RODGERS INC INSURANCE PROGRAM 2018 401k financial data
Total income from all sources2018-12-31$53,617
Expenses. Total of all expenses incurred2018-12-31$59,280
Benefits paid (including direct rollovers)2018-12-31$51,247
Total plan assets at end of year2018-12-31$1
Total plan assets at beginning of year2018-12-31$5,664
Net income (gross income less expenses)2018-12-31$-5,663
Net plan assets at end of year (total assets less liabilities)2018-12-31$1
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$5,664
Total contributions received or receivable from employer(s)2018-12-31$53,617
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$8,033
2017 : K. E. RODGERS INC INSURANCE PROGRAM 2017 401k financial data
Total income from all sources2017-12-31$25,918
Expenses. Total of all expenses incurred2017-12-31$22,333
Benefits paid (including direct rollovers)2017-12-31$25,265
Total plan assets at end of year2017-12-31$5,664
Total plan assets at beginning of year2017-12-31$2,079
Net income (gross income less expenses)2017-12-31$3,585
Net plan assets at end of year (total assets less liabilities)2017-12-31$5,664
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$2,079
Total contributions received or receivable from employer(s)2017-12-31$25,918
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$-2,932

Form 5500 Responses for K. E. RODGERS INC INSURANCE PROGRAM

2022: K. E. RODGERS INC INSURANCE PROGRAM 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 – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2020: K. E. RODGERS INC INSURANCE PROGRAM 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 funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: K. E. RODGERS INC INSURANCE PROGRAM 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedYes
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: K. E. RODGERS INC INSURANCE PROGRAM 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: K. E. RODGERS INC INSURANCE PROGRAM 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

HEALTH NET (National Association of Insurance Commissioners NAIC id number: 00623 )
Policy contract numberDKV83A
Policy instance 1
Insurance contract or identification numberDKV83A
Number of Individuals Covered4
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitYes
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $7,077
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?Yes
Commission paid to Insurance BrokerUSD $0
Insurance broker organization code?3
HEALTH NET (National Association of Insurance Commissioners NAIC id number: 00623 )
Policy contract numberDKV83A
Policy instance 1
Insurance contract or identification numberDKV83A
Number of Individuals Covered4
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $2,443
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 BenefitYes
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitYes
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $50,978
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?Yes
Commission paid to Insurance BrokerUSD $2,443
Insurance broker organization code?3
HEALTH NET (National Association of Insurance Commissioners NAIC id number: 00623 )
Policy contract numberBEZ40A
Policy instance 1
Insurance contract or identification numberBEZ40A
Number of Individuals Covered4
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $1,931
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 BenefitYes
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitYes
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $36,463
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?Yes
Commission paid to Insurance BrokerUSD $1,931
Insurance broker organization code?3
HEALTH NET (National Association of Insurance Commissioners NAIC id number: 00623 )
Policy contract numberBEZ40A
Policy instance 1
Insurance contract or identification numberBEZ40A
Number of Individuals Covered5
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $1,176
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 BenefitYes
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitYes
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $51,248
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?Yes
Commission paid to Insurance BrokerUSD $1,176
Insurance broker organization code?3
HEALTH NET (National Association of Insurance Commissioners NAIC id number: 00623 )
Policy contract numberBEZ40A
Policy instance 1
Insurance contract or identification numberBEZ40A
Number of Individuals Covered5
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $537
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 BenefitYes
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitYes
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $25,265
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?Yes
Commission paid to Insurance BrokerUSD $537
Insurance broker organization code?3
Insurance broker nameBENECO

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