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JAJ ROOFING DBA CITADEL ROOFING & SOLAR HEALTH & WELFARE PLAN 401k Plan overview

Plan NameJAJ ROOFING DBA CITADEL ROOFING & SOLAR HEALTH & WELFARE PLAN
Plan identification number 501

JAJ ROOFING DBA CITADEL ROOFING & SOLAR HEALTH & WELFARE PLAN Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Health (other than dental or vision)
  • Life insurance
  • Dental
  • Vision
  • Death benefits (include travel accident but not life insurance)

401k Sponsoring company profile

JAJ ROOFING DBA CITADEL ROOFING AND SOLAR has sponsored the creation of one or more 401k plans.

Company Name:JAJ ROOFING DBA CITADEL ROOFING AND SOLAR
Employer identification number (EIN):473949736
NAIC Classification:238900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JAJ ROOFING DBA CITADEL ROOFING & SOLAR HEALTH & WELFARE PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5012023-06-01STEPHANIE CRICHTON2025-01-15
5012022-06-01STEPHANIE KNUPFER2024-02-08

Form 5500 Responses for JAJ ROOFING DBA CITADEL ROOFING & SOLAR HEALTH & WELFARE PLAN

2023: JAJ ROOFING DBA CITADEL ROOFING & SOLAR HEALTH & WELFARE PLAN 2023 form 5500 responses
2023-06-01Type of plan entitySingle employer plan
2023-06-01Plan funding arrangement – InsuranceYes
2023-06-01Plan benefit arrangement – InsuranceYes
2022: JAJ ROOFING DBA CITADEL ROOFING & SOLAR HEALTH & WELFARE PLAN 2022 form 5500 responses
2022-06-01Type of plan entitySingle employer plan
2022-06-01First time form 5500 has been submittedYes
2022-06-01Plan funding arrangement – InsuranceYes
2022-06-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 )
Policy contract number513779
Policy instance 1
Insurance contract or identification number513779
Number of Individuals Covered246
Insurance policy start date2023-06-01
Insurance policy end date2024-05-31
Total amount of commissions paid to insurance brokerUSD $22,666
Total amount of fees paid to insurance companyUSD $6,777
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitYes
Life Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH AND DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $253,932
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
KAISER FOUNDATION HEALTH PLAN OF HAWAII (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number605951
Policy instance 2
Insurance contract or identification number605951
Number of Individuals Covered251
Insurance policy start date2023-06-01
Insurance policy end date2024-05-31
Total amount of commissions paid to insurance brokerUSD $12,600
Total amount of fees paid to insurance companyUSD $0
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
Welfare Benefit Premiums Paid to CarrierUSD $1,410,302
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
KAISER FOUNDATION HEALTH PLAN OF HAWAII (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number605951
Policy instance 1

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