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SHEPARD EXPOSITION SERVICES WELFARE BENEFIT PLAN 401k Plan overview

Plan NameSHEPARD EXPOSITION SERVICES WELFARE BENEFIT PLAN
Plan identification number 501

SHEPARD EXPOSITION SERVICES WELFARE BENEFIT PLAN Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Health (other than dental or vision)
  • Life insurance
  • Dental
  • Vision
  • Temporary disability (accident and sickness)
  • Long-term disability cover

401k Sponsoring company profile

SHEPARD EXPOSITION SERVICES has sponsored the creation of one or more 401k plans.

Company Name:SHEPARD EXPOSITION SERVICES
Employer identification number (EIN):581463468
NAIC Classification:238900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SHEPARD EXPOSITION SERVICES WELFARE BENEFIT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5012022-07-01
5012021-07-01
5012020-07-01
5012019-07-01
5012018-07-01
5012017-07-01FRANK VILLAMAR
5012016-07-01FRANK VILLAMAR
5012015-07-01FRANK VILLAMAR
5012014-07-01STEVE BASCH
5012013-07-01STEVE BASCH
5012012-07-01STEVE BASCH

Plan Statistics for SHEPARD EXPOSITION SERVICES WELFARE BENEFIT PLAN

401k plan membership statisitcs for SHEPARD EXPOSITION SERVICES WELFARE BENEFIT PLAN

Measure Date Value
2022: SHEPARD EXPOSITION SERVICES WELFARE BENEFIT PLAN 2022 401k membership
Total participants, beginning-of-year2022-07-01220
Total number of active participants reported on line 7a of the Form 55002022-07-01306
Total of all active and inactive participants2022-07-01306
Total participants2022-07-01306
2021: SHEPARD EXPOSITION SERVICES WELFARE BENEFIT PLAN 2021 401k membership
Total participants, beginning-of-year2021-07-0199
Total number of active participants reported on line 7a of the Form 55002021-07-01220
Total of all active and inactive participants2021-07-01220
Total participants2021-07-01220
2020: SHEPARD EXPOSITION SERVICES WELFARE BENEFIT PLAN 2020 401k membership
Total participants, beginning-of-year2020-07-01184
Total number of active participants reported on line 7a of the Form 55002020-07-0199
Total of all active and inactive participants2020-07-0199
Total participants2020-07-0199
2019: SHEPARD EXPOSITION SERVICES WELFARE BENEFIT PLAN 2019 401k membership
Total participants, beginning-of-year2019-07-01327
Total number of active participants reported on line 7a of the Form 55002019-07-01184
Total of all active and inactive participants2019-07-01184
Total participants2019-07-01184
2018: SHEPARD EXPOSITION SERVICES WELFARE BENEFIT PLAN 2018 401k membership
Total participants, beginning-of-year2018-07-01267
Total number of active participants reported on line 7a of the Form 55002018-07-01327
Total of all active and inactive participants2018-07-01327
Total participants2018-07-01327
2017: SHEPARD EXPOSITION SERVICES WELFARE BENEFIT PLAN 2017 401k membership
Total participants, beginning-of-year2017-07-01244
Total number of active participants reported on line 7a of the Form 55002017-07-01267
Total of all active and inactive participants2017-07-01267
Total participants2017-07-01267
2016: SHEPARD EXPOSITION SERVICES WELFARE BENEFIT PLAN 2016 401k membership
Total participants, beginning-of-year2016-07-01232
Total number of active participants reported on line 7a of the Form 55002016-07-01244
Total of all active and inactive participants2016-07-01244
Total participants2016-07-01244
2015: SHEPARD EXPOSITION SERVICES WELFARE BENEFIT PLAN 2015 401k membership
Total participants, beginning-of-year2015-07-01195
Total number of active participants reported on line 7a of the Form 55002015-07-01232
Total of all active and inactive participants2015-07-01232
Total participants2015-07-010
2014: SHEPARD EXPOSITION SERVICES WELFARE BENEFIT PLAN 2014 401k membership
Total participants, beginning-of-year2014-07-01178
Total number of active participants reported on line 7a of the Form 55002014-07-01195
Total of all active and inactive participants2014-07-01195
Total participants2014-07-010
2013: SHEPARD EXPOSITION SERVICES WELFARE BENEFIT PLAN 2013 401k membership
Total participants, beginning-of-year2013-07-01138
Total number of active participants reported on line 7a of the Form 55002013-07-01178
Total of all active and inactive participants2013-07-01178
Total participants2013-07-010
2012: SHEPARD EXPOSITION SERVICES WELFARE BENEFIT PLAN 2012 401k membership
Total participants, beginning-of-year2012-07-01138
Total number of active participants reported on line 7a of the Form 55002012-07-01138
Total of all active and inactive participants2012-07-01138
Total participants2012-07-010

Form 5500 Responses for SHEPARD EXPOSITION SERVICES WELFARE BENEFIT PLAN

2022: SHEPARD EXPOSITION SERVICES WELFARE BENEFIT PLAN 2022 form 5500 responses
2022-07-01Type of plan entitySingle employer plan
2022-07-01Plan funding arrangement – InsuranceYes
2022-07-01Plan benefit arrangement – InsuranceYes
2021: SHEPARD EXPOSITION SERVICES WELFARE BENEFIT PLAN 2021 form 5500 responses
2021-07-01Type of plan entitySingle employer plan
2021-07-01Plan funding arrangement – InsuranceYes
2021-07-01Plan benefit arrangement – InsuranceYes
2020: SHEPARD EXPOSITION SERVICES WELFARE BENEFIT PLAN 2020 form 5500 responses
2020-07-01Type of plan entitySingle employer plan
2020-07-01Plan funding arrangement – InsuranceYes
2020-07-01Plan benefit arrangement – InsuranceYes
2019: SHEPARD EXPOSITION SERVICES WELFARE BENEFIT PLAN 2019 form 5500 responses
2019-07-01Type of plan entitySingle employer plan
2019-07-01Plan funding arrangement – InsuranceYes
2019-07-01Plan benefit arrangement – InsuranceYes
2018: SHEPARD EXPOSITION SERVICES WELFARE BENEFIT PLAN 2018 form 5500 responses
2018-07-01Type of plan entitySingle employer plan
2018-07-01Plan funding arrangement – InsuranceYes
2018-07-01Plan benefit arrangement – InsuranceYes
2017: SHEPARD EXPOSITION SERVICES WELFARE BENEFIT PLAN 2017 form 5500 responses
2017-07-01Type of plan entitySingle employer plan
2017-07-01Plan funding arrangement – InsuranceYes
2017-07-01Plan benefit arrangement – InsuranceYes
2016: SHEPARD EXPOSITION SERVICES WELFARE BENEFIT PLAN 2016 form 5500 responses
2016-07-01Type of plan entitySingle employer plan
2016-07-01Plan funding arrangement – InsuranceYes
2016-07-01Plan benefit arrangement – InsuranceYes
2015: SHEPARD EXPOSITION SERVICES WELFARE BENEFIT PLAN 2015 form 5500 responses
2015-07-01Type of plan entitySingle employer plan
2015-07-01Plan funding arrangement – InsuranceYes
2015-07-01Plan benefit arrangement – InsuranceYes
2014: SHEPARD EXPOSITION SERVICES WELFARE BENEFIT PLAN 2014 form 5500 responses
2014-07-01Type of plan entitySingle employer plan
2014-07-01Plan funding arrangement – InsuranceYes
2014-07-01Plan benefit arrangement – InsuranceYes
2013: SHEPARD EXPOSITION SERVICES WELFARE BENEFIT PLAN 2013 form 5500 responses
2013-07-01Type of plan entitySingle employer plan
2013-07-01Plan funding arrangement – InsuranceYes
2013-07-01Plan benefit arrangement – InsuranceYes
2012: SHEPARD EXPOSITION SERVICES WELFARE BENEFIT PLAN 2012 form 5500 responses
2012-07-01Type of plan entitySingle employer plan
2012-07-01First time form 5500 has been submittedYes
2012-07-01Plan funding arrangement – InsuranceYes
2012-07-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

RENAISSANCE LIFE & HEALTH INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 52414 )
Policy contract number131982
Policy instance 2
Insurance contract or identification number131982
Number of Individuals Covered287
Insurance policy start date2022-07-01
Insurance policy end date2023-06-30
Total amount of commissions paid to insurance brokerUSD $2,733
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $30,360
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,733
Insurance broker organization code?3
CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES (National Association of Insurance Commissioners NAIC id number: 67369 )
Policy contract number0636478
Policy instance 1
Insurance contract or identification number0636478
Number of Individuals Covered306
Insurance policy start date2022-07-01
Insurance policy end date2023-06-30
Total amount of commissions paid to insurance brokerUSD $19,360
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $229,999
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $19,360
Insurance broker organization code?3
BLUE CROSS BLUE SHIELD OF GEORGIA INC. (G0386) (National Association of Insurance Commissioners NAIC id number: 96962 )
Policy contract numberGA8263
Policy instance 2
Insurance contract or identification numberGA8263
Number of Individuals Covered383
Insurance policy start date2021-07-01
Insurance policy end date2022-06-30
Total amount of commissions paid to insurance brokerUSD $57,890
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $2,056,867
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $57,890
Insurance broker organization code?3
BLUE CROSS AND BLUE SHIELD OF GEORGIA, INC/ (G0385) (National Association of Insurance Commissioners NAIC id number: 54801 )
Policy contract numberGA8263
Policy instance 1
Insurance contract or identification numberGA8263
Number of Individuals Covered418
Insurance policy start date2021-07-01
Insurance policy end date2022-06-30
Total amount of commissions paid to insurance brokerUSD $3,253
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $125,176
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,253
Insurance broker organization code?3
CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES (National Association of Insurance Commissioners NAIC id number: 67369 )
Policy contract number3341930
Policy instance 2
Insurance contract or identification number3341930
Number of Individuals Covered211
Insurance policy start date2020-07-01
Insurance policy end date2021-06-30
Welfare Benefit Premiums Paid to CarrierUSD $197,899
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
BLUE CROSS AND BLUE SHIELD OF GEORGIA, INC/ (G0385) (National Association of Insurance Commissioners NAIC id number: 54801 )
Policy contract numberGA8263
Policy instance 1
Insurance contract or identification numberGA8263
Number of Individuals Covered220
Insurance policy start date2020-07-01
Insurance policy end date2021-06-30
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $10,255
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
BLUE CROSS AND BLUE SHIELD OF GEORGIA, INC/ (G0385) (National Association of Insurance Commissioners NAIC id number: 54801 )
Policy contract numberGA8263
Policy instance 1
Insurance contract or identification numberGA8263
Number of Individuals Covered408
Insurance policy start date2019-07-01
Insurance policy end date2020-06-30
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $39,518
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
BLUE CROSS AND BLUE SHIELD OF GEORGIA, INC/ (G0385) (National Association of Insurance Commissioners NAIC id number: 54801 )
Policy contract numberGA8263
Policy instance 1
Insurance contract or identification numberGA8263
Number of Individuals Covered696
Insurance policy start date2018-07-01
Insurance policy end date2019-06-30
Total amount of fees paid to insurance companyUSD $193
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $34,348
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees193
Additional information about fees paid to insurance brokerBONUS
Insurance broker organization code?3
BLUE CROSS AND BLUE SHIELD OF GEORGIA, INC/ (G0385) (National Association of Insurance Commissioners NAIC id number: 54801 )
Policy contract numberGA8263
Policy instance 1
Insurance contract or identification numberGA8263
Number of Individuals Covered595
Insurance policy start date2017-07-01
Insurance policy end date2018-06-30
Total amount of fees paid to insurance companyUSD $446
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $28,215
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
BLUE CROSS AND BLUE SHIELD OF GEORGIA, INC/ (G0385) (National Association of Insurance Commissioners NAIC id number: 54801 )
Policy contract numberGA8263
Policy instance 2
Insurance contract or identification numberGA8263
Number of Individuals Covered508
Insurance policy start date2015-07-01
Insurance policy end date2016-06-30
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $149,816
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
BLUE CROSS BLUE SHIELD OF GEORGIA INC. (G0386) (National Association of Insurance Commissioners NAIC id number: 96962 )
Policy contract numberGA8263
Policy instance 1
Insurance contract or identification numberGA8263
Number of Individuals Covered511
Insurance policy start date2015-07-01
Insurance policy end date2016-06-30
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $1,935,852
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Insurance broker nameJ. SMITH LANIER & COMPANY
BLUE CROSS BLUE SHIELD OF GEORGIA INC. (G0386) (National Association of Insurance Commissioners NAIC id number: 96962 )
Policy contract numberGA8263
Policy instance 2
Insurance contract or identification numberGA8263
Number of Individuals Covered442
Insurance policy start date2014-07-01
Insurance policy end date2015-06-30
Total amount of commissions paid to insurance brokerUSD $84,393
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $2,079,916
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $84,393
Insurance broker nameJ. SMITH LANIER & COMPANY
UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 )
Policy contract number0755188
Policy instance 1
Insurance contract or identification number0755188
Number of Individuals Covered182
Insurance policy start date2014-07-01
Insurance policy end date2015-06-30
Total amount of commissions paid to insurance brokerUSD $1,224
Total amount of fees paid to insurance companyUSD $221
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $24,783
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,224
Amount paid for insurance broker fees221
Additional information about fees paid to insurance brokerSERVICE FEE AGREEMENT
Insurance broker organization code?3
Insurance broker nameJ SMITH LANIER & COMPANY
UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 )
Policy contract number0755188
Policy instance 1
Insurance contract or identification number0755188
Number of Individuals Covered366
Insurance policy start date2013-07-01
Insurance policy end date2014-06-30
Total amount of commissions paid to insurance brokerUSD $2,352
Total amount of fees paid to insurance companyUSD $44,455
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $1,242,081
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,352
Amount paid for insurance broker fees44455
Additional information about fees paid to insurance brokerSERVICE FEE AGREEMENT
Insurance broker organization code?3
Insurance broker nameJ SMITH LANIER & COMPANY
HUMANA INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 73288 )
Policy contract number530657
Policy instance 1
Insurance contract or identification number530657
Number of Individuals Covered138
Insurance policy start date2012-07-01
Insurance policy end date2013-06-30
Total amount of commissions paid to insurance brokerUSD $65,966
Total amount of fees paid to insurance companyUSD $981
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitYes
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $1,112,413
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $65,966
Amount paid for insurance broker fees981
Additional information about fees paid to insurance brokerADMINISTRATIVE FEES
Insurance broker organization code?3
Insurance broker nameBROWN & BROWN INS OF GA INC.

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