401k Plan data: THE WHALEN COMPANY MEDICAL BENEFIT PLAN plan

THE WHALEN COMPANY MEDICAL BENEFIT PLAN 401k Plan overview

Plan Name	THE WHALEN COMPANY MEDICAL BENEFIT PLAN
Plan identification number	501

THE WHALEN COMPANY MEDICAL BENEFIT PLAN Benefits

401k Plan Type	Welfare Benefit
Plan Features/Benefits	Health (other than dental or vision) Dental Vision

401k Sponsoring company profile

THE WHALEN COMPANY has sponsored the creation of one or more 401k plans.

Company Name: THE WHALEN COMPANY

Employer identification number (EIN): 520784012

NAIC Classification: 333410

Additional information about THE WHALEN COMPANY

Jurisdiction of Incorporation: Michigan Secretary of State

Incorporation Date: 0000-00-00

Company Identification Number: 05679M

Legal Registered Office Address: 161 COMMERCIAL AVE PAW PAW

United States of America (USA)
49079

More information about THE WHALEN COMPANY

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE WHALEN COMPANY MEDICAL BENEFIT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
501 2021-08-01
501 2020-08-01
501 2019-08-01
501 2018-08-01
501 2017-08-01 CHRISTOPHER MURPHY
501 2016-08-01 CHRISTOPHER MURPHY

Plan Statistics for THE WHALEN COMPANY MEDICAL BENEFIT PLAN

401k plan membership statisitcs for THE WHALEN COMPANY MEDICAL BENEFIT PLAN

Measure Date Value
2021: THE WHALEN COMPANY MEDICAL BENEFIT PLAN 2021 401k membership
Total participants, beginning-of-year 2021-08-01 89
Total number of active participants reported on line 7a of the Form 5500 2021-08-01 0
Number of retired or separated participants receiving benefits 2021-08-01 0
Number of other retired or separated participants entitled to future benefits 2021-08-01 0
Total of all active and inactive participants 2021-08-01 0
2020: THE WHALEN COMPANY MEDICAL BENEFIT PLAN 2020 401k membership
Total participants, beginning-of-year 2020-08-01 95
Total number of active participants reported on line 7a of the Form 5500 2020-08-01 97
Number of retired or separated participants receiving benefits 2020-08-01 1
Number of other retired or separated participants entitled to future benefits 2020-08-01 0
Total of all active and inactive participants 2020-08-01 98
2019: THE WHALEN COMPANY MEDICAL BENEFIT PLAN 2019 401k membership
Total participants, beginning-of-year 2019-08-01 127
Total number of active participants reported on line 7a of the Form 5500 2019-08-01 94
Number of retired or separated participants receiving benefits 2019-08-01 1
Number of other retired or separated participants entitled to future benefits 2019-08-01 0
Total of all active and inactive participants 2019-08-01 95
2018: THE WHALEN COMPANY MEDICAL BENEFIT PLAN 2018 401k membership
Total participants, beginning-of-year 2018-08-01 107
Total number of active participants reported on line 7a of the Form 5500 2018-08-01 124
Number of retired or separated participants receiving benefits 2018-08-01 3
Number of other retired or separated participants entitled to future benefits 2018-08-01 0
Total of all active and inactive participants 2018-08-01 127
2017: THE WHALEN COMPANY MEDICAL BENEFIT PLAN 2017 401k membership
Total participants, beginning-of-year 2017-08-01 108
Total number of active participants reported on line 7a of the Form 5500 2017-08-01 104
Number of retired or separated participants receiving benefits 2017-08-01 3
Number of other retired or separated participants entitled to future benefits 2017-08-01 0
Total of all active and inactive participants 2017-08-01 107
2016: THE WHALEN COMPANY MEDICAL BENEFIT PLAN 2016 401k membership
Total participants, beginning-of-year 2016-08-01 91
Total number of active participants reported on line 7a of the Form 5500 2016-08-01 107
Number of retired or separated participants receiving benefits 2016-08-01 1
Number of other retired or separated participants entitled to future benefits 2016-08-01 0
Total of all active and inactive participants 2016-08-01 108

Measure	Date	Value
2021: THE WHALEN COMPANY MEDICAL BENEFIT PLAN 2021 401k membership
Total participants, beginning-of-year	2021-08-01	89
Total number of active participants reported on line 7a of the Form 5500	2021-08-01	0
Number of retired or separated participants receiving benefits	2021-08-01	0
Number of other retired or separated participants entitled to future benefits	2021-08-01	0
Total of all active and inactive participants	2021-08-01	0
2020: THE WHALEN COMPANY MEDICAL BENEFIT PLAN 2020 401k membership
Total participants, beginning-of-year	2020-08-01	95
Total number of active participants reported on line 7a of the Form 5500	2020-08-01	97
Number of retired or separated participants receiving benefits	2020-08-01	1
Number of other retired or separated participants entitled to future benefits	2020-08-01	0
Total of all active and inactive participants	2020-08-01	98
2019: THE WHALEN COMPANY MEDICAL BENEFIT PLAN 2019 401k membership
Total participants, beginning-of-year	2019-08-01	127
Total number of active participants reported on line 7a of the Form 5500	2019-08-01	94
Number of retired or separated participants receiving benefits	2019-08-01	1
Number of other retired or separated participants entitled to future benefits	2019-08-01	0
Total of all active and inactive participants	2019-08-01	95
2018: THE WHALEN COMPANY MEDICAL BENEFIT PLAN 2018 401k membership
Total participants, beginning-of-year	2018-08-01	107
Total number of active participants reported on line 7a of the Form 5500	2018-08-01	124
Number of retired or separated participants receiving benefits	2018-08-01	3
Number of other retired or separated participants entitled to future benefits	2018-08-01	0
Total of all active and inactive participants	2018-08-01	127
2017: THE WHALEN COMPANY MEDICAL BENEFIT PLAN 2017 401k membership
Total participants, beginning-of-year	2017-08-01	108
Total number of active participants reported on line 7a of the Form 5500	2017-08-01	104
Number of retired or separated participants receiving benefits	2017-08-01	3
Number of other retired or separated participants entitled to future benefits	2017-08-01	0
Total of all active and inactive participants	2017-08-01	107
2016: THE WHALEN COMPANY MEDICAL BENEFIT PLAN 2016 401k membership
Total participants, beginning-of-year	2016-08-01	91
Total number of active participants reported on line 7a of the Form 5500	2016-08-01	107
Number of retired or separated participants receiving benefits	2016-08-01	1
Number of other retired or separated participants entitled to future benefits	2016-08-01	0
Total of all active and inactive participants	2016-08-01	108

Form 5500 Responses for THE WHALEN COMPANY MEDICAL BENEFIT PLAN

2021: THE WHALEN COMPANY MEDICAL BENEFIT PLAN 2021 form 5500 responses
2021-08-01	Type of plan entity	Single employer plan
2021-08-01	Submission has been amended	No
2021-08-01	This submission is the final filing	Yes
2021-08-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-08-01	Plan is a collectively bargained plan	No
2021-08-01	Plan funding arrangement – General assets of the sponsor	Yes
2021-08-01	Plan benefit arrangement – General assets of the sponsor	Yes
2020: THE WHALEN COMPANY MEDICAL BENEFIT PLAN 2020 form 5500 responses
2020-08-01	Type of plan entity	Single employer plan
2020-08-01	Submission has been amended	No
2020-08-01	This submission is the final filing	No
2020-08-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-08-01	Plan is a collectively bargained plan	No
2020-08-01	Plan funding arrangement – General assets of the sponsor	Yes
2020-08-01	Plan benefit arrangement – General assets of the sponsor	Yes
2019: THE WHALEN COMPANY MEDICAL BENEFIT PLAN 2019 form 5500 responses
2019-08-01	Type of plan entity	Single employer plan
2019-08-01	Submission has been amended	No
2019-08-01	This submission is the final filing	No
2019-08-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-08-01	Plan is a collectively bargained plan	No
2019-08-01	Plan funding arrangement – General assets of the sponsor	Yes
2019-08-01	Plan benefit arrangement – General assets of the sponsor	Yes
2018: THE WHALEN COMPANY MEDICAL BENEFIT PLAN 2018 form 5500 responses
2018-08-01	Type of plan entity	Single employer plan
2018-08-01	Submission has been amended	No
2018-08-01	This submission is the final filing	No
2018-08-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-08-01	Plan is a collectively bargained plan	No
2018-08-01	Plan funding arrangement – Insurance	Yes
2018-08-01	Plan funding arrangement – General assets of the sponsor	Yes
2018-08-01	Plan benefit arrangement – Insurance	Yes
2018-08-01	Plan benefit arrangement – General assets of the sponsor	Yes
2017: THE WHALEN COMPANY MEDICAL BENEFIT PLAN 2017 form 5500 responses
2017-08-01	Type of plan entity	Single employer plan
2017-08-01	Submission has been amended	No
2017-08-01	This submission is the final filing	No
2017-08-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-08-01	Plan is a collectively bargained plan	No
2017-08-01	Plan funding arrangement – Insurance	Yes
2017-08-01	Plan benefit arrangement – Insurance	Yes
2016: THE WHALEN COMPANY MEDICAL BENEFIT PLAN 2016 form 5500 responses
2016-08-01	Type of plan entity	Single employer plan
2016-08-01	First time form 5500 has been submitted	Yes
2016-08-01	Submission has been amended	No
2016-08-01	This submission is the final filing	No
2016-08-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-08-01	Plan is a collectively bargained plan	No
2016-08-01	Plan funding arrangement – Insurance	Yes
2016-08-01	Plan benefit arrangement – Insurance	Yes

Insurance Providers Used on plan

CAREFIRST BLUECHOICE (National Association of Insurance Commissioners NAIC id number: 96202 )

Policy contract number

17NB

Policy instance

Insurance contract or identification number	17NB
Number of Individuals Covered	104
Insurance policy start date	2017-08-01
Insurance policy end date	2018-07-31
Total amount of commissions paid to insurance broker	USD $57,743
Total amount of fees paid to insurance company	USD $12,494
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	Yes
Dental Insurance Welfare Benefit	Yes
Vision Insurance Welfare Benefit	Yes
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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 Carrier	USD $1,154,855
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $57,743
Amount paid for insurance broker fees	44
Additional information about fees paid to insurance broker	OVERRIDES
Insurance broker organization code?	3
Insurance broker name	MATHER & STROHL ADMINISTRATIVE SERV

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Company Name:	THE WHALEN COMPANY
Employer identification number (EIN):	520784012
NAIC Classification:	333410

Jurisdiction of Incorporation:	Michigan Secretary of State
Incorporation Date:	0000-00-00
Company Identification Number:	05679M
Legal Registered Office Address:	161 COMMERCIAL AVE PAW PAW United States of America (USA) 49079