WILLIAM BARNET & SON, LLC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan WILLIAM BARNET & SON, LLC LONG TERM DISABILITY INCOME BENEFIT HOURLY
401k plan membership statisitcs for WILLIAM BARNET & SON, LLC LONG TERM DISABILITY INCOME BENEFIT HOURLY
| Measure | Date | Value |
|---|
| 2017: WILLIAM BARNET & SON, LLC LONG TERM DISABILITY INCOME BENEFIT HOURLY 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-04-01 | 150 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-04-01 | 0 |
| Number of retired or separated participants receiving benefits | 2017-04-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2017-04-01 | 0 |
| Total of all active and inactive participants | 2017-04-01 | 0 |
| 2016: WILLIAM BARNET & SON, LLC LONG TERM DISABILITY INCOME BENEFIT HOURLY 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-04-01 | 203 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-04-01 | 151 |
| Number of retired or separated participants receiving benefits | 2016-04-01 | 2 |
| Total of all active and inactive participants | 2016-04-01 | 153 |
| Total participants | 2016-04-01 | 153 |
| Number of employers contributing to the scheme | 2016-04-01 | 2 |
| 2015: WILLIAM BARNET & SON, LLC LONG TERM DISABILITY INCOME BENEFIT HOURLY 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-04-01 | 213 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-04-01 | 200 |
| Number of retired or separated participants receiving benefits | 2015-04-01 | 3 |
| Total of all active and inactive participants | 2015-04-01 | 203 |
| Total participants | 2015-04-01 | 203 |
| Number of employers contributing to the scheme | 2015-04-01 | 2 |
| 2014: WILLIAM BARNET & SON, LLC LONG TERM DISABILITY INCOME BENEFIT HOURLY 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-04-01 | 205 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-04-01 | 209 |
| Number of retired or separated participants receiving benefits | 2014-04-01 | 4 |
| Number of other retired or separated participants entitled to future benefits | 2014-04-01 | 0 |
| Total of all active and inactive participants | 2014-04-01 | 213 |
| Total participants | 2014-04-01 | 213 |
| Number of employers contributing to the scheme | 2014-04-01 | 2 |
| 2013: WILLIAM BARNET & SON, LLC LONG TERM DISABILITY INCOME BENEFIT HOURLY 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-04-01 | 230 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-04-01 | 203 |
| Number of retired or separated participants receiving benefits | 2013-04-01 | 2 |
| Number of other retired or separated participants entitled to future benefits | 2013-04-01 | 0 |
| Total of all active and inactive participants | 2013-04-01 | 205 |
| Total participants | 2013-04-01 | 205 |
| Number of employers contributing to the scheme | 2013-04-01 | 2 |
| 2012: WILLIAM BARNET & SON, LLC LONG TERM DISABILITY INCOME BENEFIT HOURLY 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-04-01 | 228 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-04-01 | 229 |
| Number of retired or separated participants receiving benefits | 2012-04-01 | 1 |
| Total of all active and inactive participants | 2012-04-01 | 230 |
| Total participants | 2012-04-01 | 230 |
| 2011: WILLIAM BARNET & SON, LLC LONG TERM DISABILITY INCOME BENEFIT HOURLY 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-04-01 | 233 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-04-01 | 226 |
| Number of retired or separated participants receiving benefits | 2011-04-01 | 2 |
| Total of all active and inactive participants | 2011-04-01 | 228 |
| Total participants | 2011-04-01 | 228 |
| 2010: WILLIAM BARNET & SON, LLC LONG TERM DISABILITY INCOME BENEFIT HOURLY 2010 401k membership |
|---|
| Total participants, beginning-of-year | 2010-04-01 | 169 |
| Total number of active participants reported on line 7a of the Form 5500 | 2010-04-01 | 233 |
| Number of retired or separated participants receiving benefits | 2010-04-01 | 0 |
| Total of all active and inactive participants | 2010-04-01 | 233 |
| Total participants | 2010-04-01 | 233 |
| 2009: WILLIAM BARNET & SON, LLC LONG TERM DISABILITY INCOME BENEFIT HOURLY 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-04-01 | 282 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-04-01 | 168 |
| Number of retired or separated participants receiving benefits | 2009-04-01 | 1 |
| Number of other retired or separated participants entitled to future benefits | 2009-04-01 | 0 |
| Total of all active and inactive participants | 2009-04-01 | 169 |
| Total participants | 2009-04-01 | 169 |
| 2017: WILLIAM BARNET & SON, LLC LONG TERM DISABILITY INCOME BENEFIT HOURLY 2017 form 5500 responses |
|---|
| 2017-04-01 | Type of plan entity | Single employer plan |
| 2017-04-01 | Submission has been amended | No |
| 2017-04-01 | This submission is the final filing | Yes |
| 2017-04-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2017-04-01 | Plan is a collectively bargained plan | No |
| 2017-04-01 | Plan funding arrangement – Insurance | Yes |
| 2017-04-01 | Plan benefit arrangement – Insurance | Yes |
| 2016: WILLIAM BARNET & SON, LLC LONG TERM DISABILITY INCOME BENEFIT HOURLY 2016 form 5500 responses |
|---|
| 2016-04-01 | Type of plan entity | Mulitple employer plan |
| 2016-04-01 | Submission has been amended | No |
| 2016-04-01 | This submission is the final filing | No |
| 2016-04-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2016-04-01 | Plan is a collectively bargained plan | No |
| 2016-04-01 | Plan funding arrangement – Insurance | Yes |
| 2016-04-01 | Plan benefit arrangement – Insurance | Yes |
| 2015: WILLIAM BARNET & SON, LLC LONG TERM DISABILITY INCOME BENEFIT HOURLY 2015 form 5500 responses |
|---|
| 2015-04-01 | Type of plan entity | Mulitple employer plan |
| 2015-04-01 | Submission has been amended | No |
| 2015-04-01 | This submission is the final filing | No |
| 2015-04-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2015-04-01 | Plan is a collectively bargained plan | No |
| 2015-04-01 | Plan funding arrangement – Insurance | Yes |
| 2015-04-01 | Plan benefit arrangement – Insurance | Yes |
| 2014: WILLIAM BARNET & SON, LLC LONG TERM DISABILITY INCOME BENEFIT HOURLY 2014 form 5500 responses |
|---|
| 2014-04-01 | Type of plan entity | Mulitple employer plan |
| 2014-04-01 | Submission has been amended | No |
| 2014-04-01 | This submission is the final filing | No |
| 2014-04-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2014-04-01 | Plan is a collectively bargained plan | No |
| 2014-04-01 | Plan funding arrangement – Insurance | Yes |
| 2014-04-01 | Plan benefit arrangement – Insurance | Yes |
| 2013: WILLIAM BARNET & SON, LLC LONG TERM DISABILITY INCOME BENEFIT HOURLY 2013 form 5500 responses |
|---|
| 2013-04-01 | Type of plan entity | Multi-employer plan |
| 2013-04-01 | Submission has been amended | No |
| 2013-04-01 | This submission is the final filing | No |
| 2013-04-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2013-04-01 | Plan is a collectively bargained plan | No |
| 2013-04-01 | Plan funding arrangement – Insurance | Yes |
| 2013-04-01 | Plan benefit arrangement – Insurance | Yes |
| 2012: WILLIAM BARNET & SON, LLC LONG TERM DISABILITY INCOME BENEFIT HOURLY 2012 form 5500 responses |
|---|
| 2012-04-01 | Type of plan entity | Multi-employer plan |
| 2012-04-01 | Submission has been amended | No |
| 2012-04-01 | This submission is the final filing | No |
| 2012-04-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2012-04-01 | Plan is a collectively bargained plan | No |
| 2012-04-01 | Plan funding arrangement – Insurance | Yes |
| 2012-04-01 | Plan benefit arrangement – Insurance | Yes |
| 2011: WILLIAM BARNET & SON, LLC LONG TERM DISABILITY INCOME BENEFIT HOURLY 2011 form 5500 responses |
|---|
| 2011-04-01 | Type of plan entity | Single employer plan |
| 2011-04-01 | Submission has been amended | No |
| 2011-04-01 | This submission is the final filing | No |
| 2011-04-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2011-04-01 | Plan is a collectively bargained plan | No |
| 2011-04-01 | Plan funding arrangement – Insurance | Yes |
| 2011-04-01 | Plan benefit arrangement – Insurance | Yes |
| 2010: WILLIAM BARNET & SON, LLC LONG TERM DISABILITY INCOME BENEFIT HOURLY 2010 form 5500 responses |
|---|
| 2010-04-01 | Type of plan entity | Single employer plan |
| 2010-04-01 | Submission has been amended | No |
| 2010-04-01 | This submission is the final filing | No |
| 2010-04-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2010-04-01 | Plan is a collectively bargained plan | No |
| 2010-04-01 | Plan funding arrangement – Insurance | Yes |
| 2010-04-01 | Plan benefit arrangement – Insurance | Yes |
| 2009: WILLIAM BARNET & SON, LLC LONG TERM DISABILITY INCOME BENEFIT HOURLY 2009 form 5500 responses |
|---|
| 2009-04-01 | Type of plan entity | Single employer plan |
| 2009-04-01 | Submission has been amended | No |
| 2009-04-01 | This submission is the final filing | No |
| 2009-04-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2009-04-01 | Plan is a collectively bargained plan | No |
| 2009-04-01 | Plan funding arrangement – Insurance | Yes |
| 2009-04-01 | Plan benefit arrangement – Insurance | Yes |
| MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 ) |
| Policy contract number | G000AW72 |
| Policy instance | 1 |
| Insurance contract or identification number | G000AW72 | | Number of Individuals Covered | 161 | | Insurance policy start date | 2017-04-01 | | Insurance policy end date | 2018-03-31 | | Total amount of commissions paid to insurance broker | USD $3,177 | | Total amount of fees paid to insurance company | USD $1,008 | | 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 | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | Yes | | 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 $18,868 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $3,177 | | Amount paid for insurance broker fees | 1008 | | Additional information about fees paid to insurance broker | AGENT OR BROKER OF RECORD OTHER COMPENSATION | | Insurance broker organization code? | 3 | | Insurance broker name | STEINBERG & ASSOCIATES |
|
| MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 ) |
| Policy contract number | G000AW72 |
| Policy instance | 1 |
| Insurance contract or identification number | G000AW72 | | Number of Individuals Covered | 203 | | Insurance policy start date | 2015-04-01 | | Insurance policy end date | 2016-03-31 | | Total amount of commissions paid to insurance broker | USD $4,372 | | Total amount of fees paid to insurance company | USD $500 | | 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 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 | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | Yes | | 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 $25,641 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $4,372 | | Amount paid for insurance broker fees | 500 | | Additional information about fees paid to insurance broker | OTHER COMPENSATION | | Insurance broker organization code? | 3 | | Insurance broker name | STEINBERG & ASSOCIATES, INC. |
|
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) |
| Policy contract number | 000010157879 |
| Policy instance | 1 |
| Insurance contract or identification number | 000010157879 | | Number of Individuals Covered | 213 | | Insurance policy start date | 2014-04-01 | | Insurance policy end date | 2015-03-31 | | Total amount of commissions paid to insurance broker | USD $5,038 | | Total amount of fees paid to insurance company | USD $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 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 | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | Yes | | 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 $25,190 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $5,038 | | Amount paid for insurance broker fees | 0 | | Insurance broker organization code? | 3 | | Insurance broker name | STEINBERG & ASSOCIATES, INC. |
|
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) |
| Policy contract number | 00001015879 |
| Policy instance | 1 |
| Insurance contract or identification number | 00001015879 | | Number of Individuals Covered | 205 | | Insurance policy start date | 2013-04-01 | | Insurance policy end date | 2014-03-31 | | Total amount of commissions paid to insurance broker | USD $4,968 | | Total amount of fees paid to insurance company | USD $770 | | 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 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 | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | Yes | | 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 $24,844 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $4,968 | | Amount paid for insurance broker fees | 770 | | Additional information about fees paid to insurance broker | BROKER BONUS | | Insurance broker organization code? | 3 | | Insurance broker name | STEINBERG & ASSOCIATES, INC. |
|
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) |
| Policy contract number | 000010157879 |
| Policy instance | 1 |
| Insurance contract or identification number | 000010157879 | | Number of Individuals Covered | 230 | | Insurance policy start date | 2012-04-01 | | Insurance policy end date | 2013-03-31 | | Total amount of commissions paid to insurance broker | USD $5,160 | | Long Term Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $25,800 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $5,160 | | Insurance broker organization code? | 3 | | Insurance broker name | STEINBERG & ASSOCIATES, INC. |
|
| HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 ) |
| Policy contract number | 216769G |
| Policy instance | 1 |
| Insurance contract or identification number | 216769G | | Number of Individuals Covered | 228 | | Insurance policy start date | 2011-04-01 | | Insurance policy end date | 2012-03-31 | | Total amount of commissions paid to insurance broker | USD $4,652 | | Long Term Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $26,633 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 ) |
| Policy contract number | 216769G |
| Policy instance | 1 |
| Insurance contract or identification number | 216769G | | Number of Individuals Covered | 233 | | Insurance policy start date | 2010-04-01 | | Insurance policy end date | 2011-03-31 | | Total amount of commissions paid to insurance broker | USD $3,945 | | Total amount of fees paid to insurance company | USD $0 | | Long Term Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $22,880 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $3,945 | | Amount paid for insurance broker fees | 0 | | Insurance broker organization code? | 3 | | Insurance broker name | STEINBERG & ASSOCIATES, INC. |
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