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TAYLOR FORGE ENGINEERED SYSTEMS INC LIFE & TEMPORARY DISABILITY INSURANCE PLAN 401k Plan overview

Plan NameTAYLOR FORGE ENGINEERED SYSTEMS INC LIFE & TEMPORARY DISABILITY INSURANCE PLAN
Plan identification number 506

TAYLOR FORGE ENGINEERED SYSTEMS INC LIFE & TEMPORARY DISABILITY INSURANCE PLAN Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Life insurance
  • Temporary disability (accident and sickness)
  • Other welfare benefit cover

401k Sponsoring company profile

TAYLOR FORGE ENGINEERED SYSTEMS, INC has sponsored the creation of one or more 401k plans.

Company Name:TAYLOR FORGE ENGINEERED SYSTEMS, INC
Employer identification number (EIN):510279600
NAIC Classification:332900

Additional information about TAYLOR FORGE ENGINEERED SYSTEMS, INC

Jurisdiction of Incorporation: State of Delaware Division of Corporations
Incorporation Date:
Company Identification Number: 2043834

More information about TAYLOR FORGE ENGINEERED SYSTEMS, INC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TAYLOR FORGE ENGINEERED SYSTEMS INC LIFE & TEMPORARY DISABILITY INSURANCE PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5062018-03-01
5062017-03-01CAROL MEDLIN
5062016-03-01CAROL MEDLIN
5062015-03-01CAROL MEDLIN
5062014-03-01CAROL MEDLIN
5062013-03-01CAROL MEDLIN
5062012-03-01CAROL MEDLIN CAROL MEDLIN2013-09-13
5062011-03-01CAROL MEDLIN
5062010-03-01CAROL MEDLIN
5062009-03-01CAROL MEDLIN

Plan Statistics for TAYLOR FORGE ENGINEERED SYSTEMS INC LIFE & TEMPORARY DISABILITY INSURANCE PLAN

401k plan membership statisitcs for TAYLOR FORGE ENGINEERED SYSTEMS INC LIFE & TEMPORARY DISABILITY INSURANCE PLAN

Measure Date Value
2018: TAYLOR FORGE ENGINEERED SYSTEMS INC LIFE & TEMPORARY DISABILITY INSURANCE PLAN 2018 401k membership
Total participants, beginning-of-year2018-03-01214
Total number of active participants reported on line 7a of the Form 55002018-03-01208
Total of all active and inactive participants2018-03-01208
Total participants2018-03-01208
Number of employers contributing to the scheme2018-03-01208
2017: TAYLOR FORGE ENGINEERED SYSTEMS INC LIFE & TEMPORARY DISABILITY INSURANCE PLAN 2017 401k membership
Total participants, beginning-of-year2017-03-01198
Total number of active participants reported on line 7a of the Form 55002017-03-01213
Number of retired or separated participants receiving benefits2017-03-011
Total of all active and inactive participants2017-03-01214
Total participants2017-03-01214
Number of employers contributing to the scheme2017-03-01214
2016: TAYLOR FORGE ENGINEERED SYSTEMS INC LIFE & TEMPORARY DISABILITY INSURANCE PLAN 2016 401k membership
Total participants, beginning-of-year2016-03-01245
Total number of active participants reported on line 7a of the Form 55002016-03-01198
Number of retired or separated participants receiving benefits2016-03-010
Number of other retired or separated participants entitled to future benefits2016-03-010
Total of all active and inactive participants2016-03-01198
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-03-010
Total participants2016-03-01198
Number of participants with account balances2016-03-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-03-010
Number of employers contributing to the scheme2016-03-01198
2015: TAYLOR FORGE ENGINEERED SYSTEMS INC LIFE & TEMPORARY DISABILITY INSURANCE PLAN 2015 401k membership
Total participants, beginning-of-year2015-03-01246
Total number of active participants reported on line 7a of the Form 55002015-03-01245
Number of retired or separated participants receiving benefits2015-03-010
Number of other retired or separated participants entitled to future benefits2015-03-010
Total of all active and inactive participants2015-03-01245
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-03-010
Total participants2015-03-01245
2014: TAYLOR FORGE ENGINEERED SYSTEMS INC LIFE & TEMPORARY DISABILITY INSURANCE PLAN 2014 401k membership
Total participants, beginning-of-year2014-03-01242
Total number of active participants reported on line 7a of the Form 55002014-03-01246
Total of all active and inactive participants2014-03-01246
Total participants2014-03-01246
2013: TAYLOR FORGE ENGINEERED SYSTEMS INC LIFE & TEMPORARY DISABILITY INSURANCE PLAN 2013 401k membership
Total participants, beginning-of-year2013-03-01242
Total number of active participants reported on line 7a of the Form 55002013-03-01230
Total of all active and inactive participants2013-03-01230
Total participants2013-03-01230
2012: TAYLOR FORGE ENGINEERED SYSTEMS INC LIFE & TEMPORARY DISABILITY INSURANCE PLAN 2012 401k membership
Total participants, beginning-of-year2012-03-01228
Total number of active participants reported on line 7a of the Form 55002012-03-01242
Total of all active and inactive participants2012-03-01242
Total participants2012-03-01242
2011: TAYLOR FORGE ENGINEERED SYSTEMS INC LIFE & TEMPORARY DISABILITY INSURANCE PLAN 2011 401k membership
Total participants, beginning-of-year2011-03-01225
Total number of active participants reported on line 7a of the Form 55002011-03-01228
Total of all active and inactive participants2011-03-01228
Total participants2011-03-01228
2010: TAYLOR FORGE ENGINEERED SYSTEMS INC LIFE & TEMPORARY DISABILITY INSURANCE PLAN 2010 401k membership
Total participants, beginning-of-year2010-03-01211
Total number of active participants reported on line 7a of the Form 55002010-03-01225
Total of all active and inactive participants2010-03-01225
Total participants2010-03-01225
2009: TAYLOR FORGE ENGINEERED SYSTEMS INC LIFE & TEMPORARY DISABILITY INSURANCE PLAN 2009 401k membership
Total participants, beginning-of-year2009-03-01219
Total number of active participants reported on line 7a of the Form 55002009-03-01211
Total of all active and inactive participants2009-03-01211
Total participants2009-03-01211

Form 5500 Responses for TAYLOR FORGE ENGINEERED SYSTEMS INC LIFE & TEMPORARY DISABILITY INSURANCE PLAN

2018: TAYLOR FORGE ENGINEERED SYSTEMS INC LIFE & TEMPORARY DISABILITY INSURANCE PLAN 2018 form 5500 responses
2018-03-01Type of plan entitySingle employer plan
2018-03-01First time form 5500 has been submittedYes
2018-03-01Submission has been amendedNo
2018-03-01This submission is the final filingNo
2018-03-01This return/report is a short plan year return/report (less than 12 months)No
2018-03-01Plan is a collectively bargained planNo
2018-03-01Plan funding arrangement – InsuranceYes
2018-03-01Plan benefit arrangement – InsuranceYes
2017: TAYLOR FORGE ENGINEERED SYSTEMS INC LIFE & TEMPORARY DISABILITY INSURANCE PLAN 2017 form 5500 responses
2017-03-01Type of plan entitySingle employer plan
2017-03-01First time form 5500 has been submittedYes
2017-03-01Submission has been amendedNo
2017-03-01This submission is the final filingNo
2017-03-01This return/report is a short plan year return/report (less than 12 months)No
2017-03-01Plan is a collectively bargained planNo
2017-03-01Plan funding arrangement – InsuranceYes
2017-03-01Plan benefit arrangement – InsuranceYes
2016: TAYLOR FORGE ENGINEERED SYSTEMS INC LIFE & TEMPORARY DISABILITY INSURANCE PLAN 2016 form 5500 responses
2016-03-01Type of plan entitySingle employer plan
2016-03-01First time form 5500 has been submittedYes
2016-03-01Submission has been amendedNo
2016-03-01This submission is the final filingNo
2016-03-01This return/report is a short plan year return/report (less than 12 months)No
2016-03-01Plan is a collectively bargained planNo
2016-03-01Plan funding arrangement – InsuranceYes
2016-03-01Plan benefit arrangement – InsuranceYes
2015: TAYLOR FORGE ENGINEERED SYSTEMS INC LIFE & TEMPORARY DISABILITY INSURANCE PLAN 2015 form 5500 responses
2015-03-01Type of plan entitySingle employer plan
2015-03-01First time form 5500 has been submittedYes
2015-03-01Submission has been amendedNo
2015-03-01This submission is the final filingNo
2015-03-01This return/report is a short plan year return/report (less than 12 months)No
2015-03-01Plan is a collectively bargained planNo
2015-03-01Plan funding arrangement – InsuranceYes
2015-03-01Plan benefit arrangement – InsuranceYes
2014: TAYLOR FORGE ENGINEERED SYSTEMS INC LIFE & TEMPORARY DISABILITY INSURANCE PLAN 2014 form 5500 responses
2014-03-01Type of plan entitySingle employer plan
2014-03-01First time form 5500 has been submittedYes
2014-03-01Submission has been amendedNo
2014-03-01This submission is the final filingNo
2014-03-01This return/report is a short plan year return/report (less than 12 months)No
2014-03-01Plan is a collectively bargained planNo
2014-03-01Plan funding arrangement – InsuranceYes
2014-03-01Plan benefit arrangement – InsuranceYes
2013: TAYLOR FORGE ENGINEERED SYSTEMS INC LIFE & TEMPORARY DISABILITY INSURANCE PLAN 2013 form 5500 responses
2013-03-01Type of plan entitySingle employer plan
2013-03-01First time form 5500 has been submittedYes
2013-03-01Submission has been amendedNo
2013-03-01This submission is the final filingNo
2013-03-01This return/report is a short plan year return/report (less than 12 months)No
2013-03-01Plan is a collectively bargained planNo
2013-03-01Plan funding arrangement – InsuranceYes
2013-03-01Plan benefit arrangement – InsuranceYes
2012: TAYLOR FORGE ENGINEERED SYSTEMS INC LIFE & TEMPORARY DISABILITY INSURANCE PLAN 2012 form 5500 responses
2012-03-01Type of plan entitySingle employer plan
2012-03-01First time form 5500 has been submittedYes
2012-03-01Submission has been amendedNo
2012-03-01This submission is the final filingNo
2012-03-01This return/report is a short plan year return/report (less than 12 months)No
2012-03-01Plan is a collectively bargained planNo
2012-03-01Plan funding arrangement – InsuranceYes
2012-03-01Plan benefit arrangement – InsuranceYes
2011: TAYLOR FORGE ENGINEERED SYSTEMS INC LIFE & TEMPORARY DISABILITY INSURANCE PLAN 2011 form 5500 responses
2011-03-01Type of plan entitySingle employer plan
2011-03-01First time form 5500 has been submittedYes
2011-03-01Submission has been amendedNo
2011-03-01This submission is the final filingNo
2011-03-01This return/report is a short plan year return/report (less than 12 months)No
2011-03-01Plan is a collectively bargained planNo
2011-03-01Plan funding arrangement – InsuranceYes
2011-03-01Plan benefit arrangement – InsuranceYes
2010: TAYLOR FORGE ENGINEERED SYSTEMS INC LIFE & TEMPORARY DISABILITY INSURANCE PLAN 2010 form 5500 responses
2010-03-01Type of plan entitySingle employer plan
2010-03-01First time form 5500 has been submittedYes
2010-03-01Submission has been amendedNo
2010-03-01This submission is the final filingNo
2010-03-01This return/report is a short plan year return/report (less than 12 months)No
2010-03-01Plan is a collectively bargained planYes
2010-03-01Plan funding arrangement – InsuranceYes
2010-03-01Plan benefit arrangement – InsuranceYes
2009: TAYLOR FORGE ENGINEERED SYSTEMS INC LIFE & TEMPORARY DISABILITY INSURANCE PLAN 2009 form 5500 responses
2009-03-01Type of plan entitySingle employer plan
2009-03-01First time form 5500 has been submittedYes
2009-03-01Submission has been amendedNo
2009-03-01This submission is the final filingNo
2009-03-01This return/report is a short plan year return/report (less than 12 months)No
2009-03-01Plan is a collectively bargained planYes
2009-03-01Plan funding arrangement – InsuranceYes
2009-03-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 )
Policy contract number874198G
Policy instance 1
Insurance contract or identification number874198G
Number of Individuals Covered214
Insurance policy start date2017-03-01
Insurance policy end date2018-02-28
Total amount of commissions paid to insurance brokerUSD $17,551
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 BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
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 $133,617
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $17,551
Insurance broker organization code?3
Insurance broker nameHAAKE & SONS INC
HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 )
Policy contract number874198G
Policy instance 1
Insurance contract or identification number874198G
Number of Individuals Covered245
Insurance policy start date2015-03-01
Insurance policy end date2016-02-29
Total amount of commissions paid to insurance brokerUSD $34,167
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
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
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 $227,770
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $34,167
Insurance broker organization code?3
Insurance broker nameHAAKE COMPANIES
HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 )
Policy contract number874198G
Policy instance 1
Insurance contract or identification number874198G
Number of Individuals Covered246
Insurance policy start date2014-03-01
Insurance policy end date2015-02-28
Total amount of commissions paid to insurance brokerUSD $32,381
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
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
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 $215,867
Commission paid to Insurance BrokerUSD $32,381
Insurance broker organization code?3
Insurance broker nameHAAKE COMPANIES
AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )
Policy contract numberG00604463
Policy instance 1
Insurance contract or identification numberG00604463
Number of Individuals Covered230
Insurance policy start date2013-03-01
Insurance policy end date2014-02-28
Total amount of commissions paid to insurance brokerUSD $14,346
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
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
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 $186,744
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $14,346
Insurance broker organization code?3
Insurance broker nameCHAS. G HAAKE & SONS INC
AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )
Policy contract numberG006044630001
Policy instance 1
Insurance contract or identification numberG006044630001
Number of Individuals Covered242
Insurance policy start date2012-03-01
Insurance policy end date2013-02-28
Total amount of commissions paid to insurance brokerUSD $13,447
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $172,302
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $13,447
Insurance broker organization code?3
Insurance broker nameHAAKE & SON INC
AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )
Policy contract numberG006044630001
Policy instance 1
Insurance contract or identification numberG006044630001
Number of Individuals Covered211
Insurance policy start date2011-03-01
Insurance policy end date2012-02-29
Total amount of commissions paid to insurance brokerUSD $11,444
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $148,128
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRUSTMARK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62863 )
Policy contract number67103
Policy instance 2
Insurance contract or identification number67103
Number of Individuals Covered17
Insurance policy start date2011-03-01
Insurance policy end date2011-07-31
Total amount of commissions paid to insurance brokerUSD $218
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $2,179
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )
Policy contract numberG 00604463
Policy instance 1
Insurance contract or identification numberG 00604463
Number of Individuals Covered204
Insurance policy start date2010-03-01
Insurance policy end date2011-02-28
Total amount of commissions paid to insurance brokerUSD $5,384
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $73,141
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRUSTMARK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62863 )
Policy contract number67103
Policy instance 3
Insurance contract or identification number67103
Number of Individuals Covered21
Insurance policy start date2010-03-01
Insurance policy end date2011-02-28
Total amount of commissions paid to insurance brokerUSD $841
Temporary Disability Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $8,404
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract numberH19111
Policy instance 2
Insurance contract or identification numberH19111
Number of Individuals Covered135
Insurance policy start date2010-03-01
Insurance policy end date2011-02-28
Total amount of commissions paid to insurance brokerUSD $8,073
Total amount of fees paid to insurance companyUSD $1,581
Temporary Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $53,823
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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