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EXCEL INDUSTRIES INC. LIFE STD LTD PLAN 401k Plan overview

Plan NameEXCEL INDUSTRIES INC. LIFE STD LTD PLAN
Plan identification number 509

EXCEL INDUSTRIES INC. LIFE STD LTD PLAN Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Life insurance
  • Temporary disability (accident and sickness)
  • Long-term disability cover

401k Sponsoring company profile

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

Company Name:EXCEL INDUSTRIES, INC.
Employer identification number (EIN):480663592
NAIC Classification:333100

Additional information about EXCEL INDUSTRIES, INC.

Jurisdiction of Incorporation: New York Department of State
Incorporation Date: 1953-06-01
Company Identification Number: 91548
Legal Registered Office Address: 11737 MAIN ST.
BOX 409
CLARENCE
United States of America (USA)
14031

More information about EXCEL INDUSTRIES, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan EXCEL INDUSTRIES INC. LIFE STD LTD PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5092014-11-01ROBERT MULLET ROBERT MULLET2016-03-30
5092014-11-01LAMAR ROTH2021-05-24
5092013-11-01ROBERT MULLET ROBERT MULLET2014-12-04
5092012-11-01ROBERT MULLET
5092011-11-01ROBERT MULLET
5092010-11-01ROBERT MULLET
5092009-11-01ROBERT MULLET

Plan Statistics for EXCEL INDUSTRIES INC. LIFE STD LTD PLAN

401k plan membership statisitcs for EXCEL INDUSTRIES INC. LIFE STD LTD PLAN

Measure Date Value
2014: EXCEL INDUSTRIES INC. LIFE STD LTD PLAN 2014 401k membership
Total participants, beginning-of-year2014-11-01486
Total number of active participants reported on line 7a of the Form 55002014-11-01784
Total of all active and inactive participants2014-11-01784
Total participants2014-11-01784
Number of retired or separated participants receiving benefits2014-11-010
Number of other retired or separated participants entitled to future benefits2014-11-010
Number of employers contributing to the scheme2014-11-010
2013: EXCEL INDUSTRIES INC. LIFE STD LTD PLAN 2013 401k membership
Total participants, beginning-of-year2013-11-01415
Total number of active participants reported on line 7a of the Form 55002013-11-01486
Total of all active and inactive participants2013-11-01486
Total participants2013-11-01486
2012: EXCEL INDUSTRIES INC. LIFE STD LTD PLAN 2012 401k membership
Total participants, beginning-of-year2012-11-01384
Total number of active participants reported on line 7a of the Form 55002012-11-01415
Total of all active and inactive participants2012-11-01415
Total participants2012-11-01415
2011: EXCEL INDUSTRIES INC. LIFE STD LTD PLAN 2011 401k membership
Total participants, beginning-of-year2011-11-01361
Total number of active participants reported on line 7a of the Form 55002011-11-01384
Total of all active and inactive participants2011-11-01384
Total participants2011-11-01384
2010: EXCEL INDUSTRIES INC. LIFE STD LTD PLAN 2010 401k membership
Total participants, beginning-of-year2010-11-01343
Total number of active participants reported on line 7a of the Form 55002010-11-01361
Total of all active and inactive participants2010-11-01361
Total participants2010-11-01361
2009: EXCEL INDUSTRIES INC. LIFE STD LTD PLAN 2009 401k membership
Total participants, beginning-of-year2009-11-01301
Total number of active participants reported on line 7a of the Form 55002009-11-01343
Total of all active and inactive participants2009-11-01343
Total participants2009-11-01343

Form 5500 Responses for EXCEL INDUSTRIES INC. LIFE STD LTD PLAN

2014: EXCEL INDUSTRIES INC. LIFE STD LTD PLAN 2014 form 5500 responses
2014-11-01Type of plan entitySingle employer plan
2014-11-01First time form 5500 has been submittedYes
2014-11-01Submission has been amendedNo
2014-11-01This submission is the final filingNo
2014-11-01This return/report is a short plan year return/report (less than 12 months)No
2014-11-01Plan is a collectively bargained planNo
2014-11-01Plan funding arrangement – InsuranceYes
2014-11-01Plan benefit arrangement – InsuranceYes
2013: EXCEL INDUSTRIES INC. LIFE STD LTD PLAN 2013 form 5500 responses
2013-11-01Type of plan entitySingle employer plan
2013-11-01First time form 5500 has been submittedYes
2013-11-01Submission has been amendedNo
2013-11-01This submission is the final filingNo
2013-11-01This return/report is a short plan year return/report (less than 12 months)No
2013-11-01Plan is a collectively bargained planNo
2013-11-01Plan funding arrangement – InsuranceYes
2013-11-01Plan benefit arrangement – InsuranceYes
2012: EXCEL INDUSTRIES INC. LIFE STD LTD PLAN 2012 form 5500 responses
2012-11-01Type of plan entitySingle employer plan
2012-11-01Submission has been amendedNo
2012-11-01This submission is the final filingNo
2012-11-01This return/report is a short plan year return/report (less than 12 months)No
2012-11-01Plan is a collectively bargained planNo
2012-11-01Plan funding arrangement – InsuranceYes
2012-11-01Plan benefit arrangement – InsuranceYes
2011: EXCEL INDUSTRIES INC. LIFE STD LTD PLAN 2011 form 5500 responses
2011-11-01Type of plan entitySingle employer plan
2011-11-01Submission has been amendedNo
2011-11-01This submission is the final filingNo
2011-11-01This return/report is a short plan year return/report (less than 12 months)No
2011-11-01Plan is a collectively bargained planNo
2011-11-01Plan funding arrangement – InsuranceYes
2011-11-01Plan benefit arrangement – InsuranceYes
2010: EXCEL INDUSTRIES INC. LIFE STD LTD PLAN 2010 form 5500 responses
2010-11-01Type of plan entitySingle employer plan
2010-11-01Submission has been amendedNo
2010-11-01This submission is the final filingNo
2010-11-01This return/report is a short plan year return/report (less than 12 months)No
2010-11-01Plan is a collectively bargained planNo
2010-11-01Plan funding arrangement – InsuranceYes
2010-11-01Plan benefit arrangement – InsuranceYes
2009: EXCEL INDUSTRIES INC. LIFE STD LTD PLAN 2009 form 5500 responses
2009-11-01Submission has been amendedNo
2009-11-01This submission is the final filingNo
2009-11-01This return/report is a short plan year return/report (less than 12 months)No
2009-11-01Plan is a collectively bargained planNo
2009-11-01Plan funding arrangement – InsuranceYes
2009-11-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

ADVANCE INSURANCE COMPANY OF KANSAS (National Association of Insurance Commissioners NAIC id number: 12143 )
Policy contract number00096381
Policy instance 1
Insurance contract or identification number00096381
Number of Individuals Covered784
Insurance policy start date2014-11-01
Insurance policy end date2015-10-31
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?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 BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
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 $141,180
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
ADVANCE INSURANCE COMPANY OF KANSAS (National Association of Insurance Commissioners NAIC id number: 12143 )
Policy contract number96381
Policy instance 1
Insurance contract or identification number96381
Number of Individuals Covered784
Insurance policy start date2014-11-01
Insurance policy end date2015-10-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $141,180
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
ADVANCE INSURANCE COMPANY OF KANSAS (National Association of Insurance Commissioners NAIC id number: 12143 )
Policy contract number00096381
Policy instance 1
Insurance contract or identification number00096381
Number of Individuals Covered486
Insurance policy start date2013-11-01
Insurance policy end date2014-10-31
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?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 BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
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 $99,400
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
ADVANCE INSURANCE COMPANY OF KANSAS (National Association of Insurance Commissioners NAIC id number: 12143 )
Policy contract number00096381
Policy instance 1
Insurance contract or identification number00096381
Number of Individuals Covered415
Insurance policy start date2012-11-01
Insurance policy end date2013-10-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
ADVANCE INSURANCE COMPANY OF KANSAS (National Association of Insurance Commissioners NAIC id number: 12143 )
Policy contract number00096381
Policy instance 1
Insurance contract or identification number00096381
Number of Individuals Covered384
Insurance policy start date2011-11-01
Insurance policy end date2012-10-31
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
ADVANCE INSURANCE COMPANY OF KANSAS (National Association of Insurance Commissioners NAIC id number: 12143 )
Policy contract number00096381
Policy instance 1
Insurance contract or identification number00096381
Number of Individuals Covered361
Insurance policy start date2010-11-01
Insurance policy end date2011-10-31
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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