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| Plan Name | J.L. CULPEPPER AND COMPANY, INC. LIFE AND AD&D PLAN |
| Plan identification number | 501 |
| 401k Plan Type | Welfare Benefit |
| Plan Features/Benefits |
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| Company Name: | J.L. CULPEPPER & COMPANY, INC. |
| Employer identification number (EIN): | 540582703 |
| NAIC Classification: | 484200 |
| NAIC Description: | Specialized Freight Trucking |
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 501 | 2022-12-01 | WENDY KRIEGER | 2024-03-15 | ||
| 501 | 2019-12-01 | WENDY KRIEGER | 2021-03-25 | ||
| 501 | 2018-12-01 | WENDY KRIEGER | 2020-06-15 |
| Measure | Date | Value |
|---|---|---|
| 2022: J.L. CULPEPPER AND COMPANY, INC. LIFE AND AD&D PLAN 2022 401k membership | ||
| Total participants, beginning-of-year | 2022-12-01 | 107 |
| Total number of active participants reported on line 7a of the Form 5500 | 2022-12-01 | 114 |
| Number of retired or separated participants receiving benefits | 2022-12-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2022-12-01 | 0 |
| Total of all active and inactive participants | 2022-12-01 | 114 |
| Number of employers contributing to the scheme | 2022-12-01 | 0 |
| 2019: J.L. CULPEPPER AND COMPANY, INC. LIFE AND AD&D PLAN 2019 401k membership | ||
| Total participants, beginning-of-year | 2019-12-01 | 115 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-12-01 | 92 |
| Number of retired or separated participants receiving benefits | 2019-12-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2019-12-01 | 0 |
| Total of all active and inactive participants | 2019-12-01 | 92 |
| Number of employers contributing to the scheme | 2019-12-01 | 0 |
| 2018: J.L. CULPEPPER AND COMPANY, INC. LIFE AND AD&D PLAN 2018 401k membership | ||
| Total participants, beginning-of-year | 2018-12-01 | 110 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-12-01 | 113 |
| Number of retired or separated participants receiving benefits | 2018-12-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2018-12-01 | 0 |
| Total of all active and inactive participants | 2018-12-01 | 113 |
| Number of employers contributing to the scheme | 2018-12-01 | 0 |
| 2022: J.L. CULPEPPER AND COMPANY, INC. LIFE AND AD&D PLAN 2022 form 5500 responses | ||
|---|---|---|
| 2022-12-01 | Type of plan entity | Single employer plan |
| 2022-12-01 | Plan funding arrangement – Insurance | Yes |
| 2022-12-01 | Plan benefit arrangement – Insurance | Yes |
| 2019: J.L. CULPEPPER AND COMPANY, INC. LIFE AND AD&D PLAN 2019 form 5500 responses | ||
| 2019-12-01 | Type of plan entity | Single employer plan |
| 2019-12-01 | Plan funding arrangement – Insurance | Yes |
| 2019-12-01 | Plan benefit arrangement – Insurance | Yes |
| 2018: J.L. CULPEPPER AND COMPANY, INC. LIFE AND AD&D PLAN 2018 form 5500 responses | ||
| 2018-12-01 | Type of plan entity | Single employer plan |
| 2018-12-01 | First time form 5500 has been submitted | Yes |
| 2018-12-01 | Plan funding arrangement – Insurance | Yes |
| 2018-12-01 | Plan benefit arrangement – Insurance | Yes |
| MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 ) | |||||||||||||||||||||||||||||||||||||||||
| Policy contract number | GLUG0C4GJ | ||||||||||||||||||||||||||||||||||||||||
| Policy instance | 1 | ||||||||||||||||||||||||||||||||||||||||
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| THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 ) | |||||||||||||||||||||||||||||||||||||||||
| Policy contract number | 567635 | ||||||||||||||||||||||||||||||||||||||||
| Policy instance | 1 | ||||||||||||||||||||||||||||||||||||||||
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| UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 ) | |||||||||||||||||||||||||||||||||||||||||
| Policy contract number | R0394858 | ||||||||||||||||||||||||||||||||||||||||
| Policy instance | 1 | ||||||||||||||||||||||||||||||||||||||||
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