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WALLACE HEALTH CARE PLAN 401k Plan overview

Plan NameWALLACE HEALTH CARE PLAN
Plan identification number 501

WALLACE HEALTH CARE PLAN Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Health (other than dental or vision)
  • Life insurance
  • Dental
  • Vision

401k Sponsoring company profile

WALLACE HARDWARE COMPANY, INC. has sponsored the creation of one or more 401k plans.

Company Name:WALLACE HARDWARE COMPANY, INC.
Employer identification number (EIN):620408190
NAIC Classification:423700

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WALLACE HEALTH CARE PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5012022-01-01
5012021-01-01
5012020-01-01
5012019-01-01
5012018-01-01
5012017-01-01WILLIAM A TRUSLER
5012016-01-01WILLIAM A TRUSLER
5012015-01-01WILLIAM A TRUSLER
5012014-01-01WILLIAM A TRUSLER
5012013-01-01WILLIAM A TRUSLER
5012012-01-01WILLIAM A TRUSLER
5012011-01-01WILLIAM A TRUSLER
5012009-01-01WILLIAM A TRUSLER
5012009-01-01WILLIAM A TRUSLER

Plan Statistics for WALLACE HEALTH CARE PLAN

401k plan membership statisitcs for WALLACE HEALTH CARE PLAN

Measure Date Value
2022: WALLACE HEALTH CARE PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01118
Total number of active participants reported on line 7a of the Form 55002022-01-010
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-010
Total of all active and inactive participants2022-01-010
2021: WALLACE HEALTH CARE PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01114
Total number of active participants reported on line 7a of the Form 55002021-01-010
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-010
Total of all active and inactive participants2021-01-010
2020: WALLACE HEALTH CARE PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01111
Total number of active participants reported on line 7a of the Form 55002020-01-010
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-010
Total of all active and inactive participants2020-01-010
2019: WALLACE HEALTH CARE PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01154
Total number of active participants reported on line 7a of the Form 55002019-01-010
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-010
Total of all active and inactive participants2019-01-010
2018: WALLACE HEALTH CARE PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-010
Total number of active participants reported on line 7a of the Form 55002018-01-010
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-010
Total of all active and inactive participants2018-01-010
2017: WALLACE HEALTH CARE PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01194
Total number of active participants reported on line 7a of the Form 55002017-01-010
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-010
Total of all active and inactive participants2017-01-010
2016: WALLACE HEALTH CARE PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01194
Total number of active participants reported on line 7a of the Form 55002016-01-010
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-010
2015: WALLACE HEALTH CARE PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01194
Total number of active participants reported on line 7a of the Form 55002015-01-01194
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-010
Total of all active and inactive participants2015-01-01194
2014: WALLACE HEALTH CARE PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01201
Total number of active participants reported on line 7a of the Form 55002014-01-01194
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-010
Total of all active and inactive participants2014-01-01194
2013: WALLACE HEALTH CARE PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01124
Total number of active participants reported on line 7a of the Form 55002013-01-01201
Total of all active and inactive participants2013-01-01201
2012: WALLACE HEALTH CARE PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01133
Total number of active participants reported on line 7a of the Form 55002012-01-01124
Total of all active and inactive participants2012-01-01124
2011: WALLACE HEALTH CARE PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01115
Total number of active participants reported on line 7a of the Form 55002011-01-01133
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-010
Total of all active and inactive participants2011-01-01133
2009: WALLACE HEALTH CARE PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01197
Total number of active participants reported on line 7a of the Form 55002009-01-01133
Total of all active and inactive participants2009-01-01133
Total participants2009-01-01133

Financial Data on WALLACE HEALTH CARE PLAN

Measure Date Value
2022 : WALLACE HEALTH CARE PLAN 2022 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$140,272
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$4,810
Total income from all sources (including contributions)2022-12-31$1,033,217
Total of all expenses incurred2022-12-31$1,104,542
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$1,080,120
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,033,217
Value of total assets at end of year2022-12-31$140,272
Value of total assets at beginning of year2022-12-31$76,135
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$24,422
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$775,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$383,977
Total non interest bearing cash at end of year2022-12-31$101,037
Total non interest bearing cash at beginning of year2022-12-31$76,135
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-71,325
Value of net assets at end of year (total assets less liabilities)2022-12-31$0
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$71,325
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$1,053,848
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$649,240
Employer contributions (assets) at end of year2022-12-31$39,235
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$26,272
Contract administrator fees2022-12-31$24,422
Liabilities. Value of benefit claims payable at end of year2022-12-31$140,272
Liabilities. Value of benefit claims payable at beginning of year2022-12-31$4,810
Did the plan have assets held for investment2022-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31CRAINE THOMPSON & JONES, P.C.
Accountancy firm EIN2022-12-31621099059
2021 : WALLACE HEALTH CARE PLAN 2021 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$4,810
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$3,378
Total income from all sources (including contributions)2021-12-31$961,714
Total of all expenses incurred2021-12-31$959,008
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$948,077
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$961,714
Value of total assets at end of year2021-12-31$76,135
Value of total assets at beginning of year2021-12-31$71,997
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$10,931
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$775,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$415,781
Total non interest bearing cash at end of year2021-12-31$76,135
Total non interest bearing cash at beginning of year2021-12-31$71,997
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$2,706
Value of net assets at end of year (total assets less liabilities)2021-12-31$71,325
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$68,619
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$914,649
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$545,933
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$33,428
Contract administrator fees2021-12-31$10,931
Liabilities. Value of benefit claims payable at end of year2021-12-31$4,810
Liabilities. Value of benefit claims payable at beginning of year2021-12-31$3,378
Did the plan have assets held for investment2021-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31CRAINE THOMPSON & JONES, P.C.
Accountancy firm EIN2021-12-31621099059
2020 : WALLACE HEALTH CARE PLAN 2020 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$3,378
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$5,155
Total income from all sources (including contributions)2020-12-31$1,009,126
Total of all expenses incurred2020-12-31$993,086
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$987,129
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,009,126
Value of total assets at end of year2020-12-31$71,997
Value of total assets at beginning of year2020-12-31$57,734
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$5,957
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$775,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$436,245
Administrative expenses (other) incurred2020-12-31$21
Total non interest bearing cash at end of year2020-12-31$71,997
Total non interest bearing cash at beginning of year2020-12-31$57,734
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$16,040
Value of net assets at end of year (total assets less liabilities)2020-12-31$68,619
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$52,579
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$951,058
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$572,881
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$36,071
Contract administrator fees2020-12-31$5,936
Liabilities. Value of benefit claims payable at end of year2020-12-31$3,378
Liabilities. Value of benefit claims payable at beginning of year2020-12-31$5,155
Did the plan have assets held for investment2020-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31CRAINE THOMPSON & JONES, P.C.
Accountancy firm EIN2020-12-31621099059
2019 : WALLACE HEALTH CARE PLAN 2019 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$5,155
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$7,373
Total income from all sources (including contributions)2019-12-31$1,032,014
Total of all expenses incurred2019-12-31$1,059,518
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,053,718
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,032,014
Value of total assets at end of year2019-12-31$57,734
Value of total assets at beginning of year2019-12-31$87,456
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$5,800
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$775,000
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$432,907
Administrative expenses (other) incurred2019-12-31$72
Total non interest bearing cash at end of year2019-12-31$57,734
Total non interest bearing cash at beginning of year2019-12-31$87,456
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$-27,504
Value of net assets at end of year (total assets less liabilities)2019-12-31$52,579
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$80,083
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$1,011,772
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$599,107
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$41,946
Contract administrator fees2019-12-31$5,728
Liabilities. Value of benefit claims payable at end of year2019-12-31$5,155
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$7,373
Did the plan have assets held for investment2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31CRAINE THOMPSON & JONES, P.C.
Accountancy firm EIN2019-12-31621099059
2018 : WALLACE HEALTH CARE PLAN 2018 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$7,373
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$7,151
Total income from all sources (including contributions)2018-12-31$1,124,281
Total of all expenses incurred2018-12-31$1,161,054
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,155,263
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,124,281
Value of total assets at end of year2018-12-31$87,456
Value of total assets at beginning of year2018-12-31$124,007
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$5,791
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$775,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$529,730
Administrative expenses (other) incurred2018-12-31$87
Total non interest bearing cash at end of year2018-12-31$87,456
Total non interest bearing cash at beginning of year2018-12-31$124,007
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-36,773
Value of net assets at end of year (total assets less liabilities)2018-12-31$80,083
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$116,856
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$1,116,370
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$594,551
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$38,893
Contract administrator fees2018-12-31$5,704
Liabilities. Value of benefit claims payable at end of year2018-12-31$7,373
Liabilities. Value of benefit claims payable at beginning of year2018-12-31$7,151
Did the plan have assets held for investment2018-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31No
Opinion of an independent qualified public accountant for this plan2018-12-31Unqualified
Accountancy firm name2018-12-31CRAINE THOMPSON & JONES, P.C.
Accountancy firm EIN2018-12-31621099059
2017 : WALLACE HEALTH CARE PLAN 2017 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$7,151
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$5,905
Total income from all sources (including contributions)2017-12-31$1,198,835
Total of all expenses incurred2017-12-31$1,182,548
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,175,594
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,198,835
Value of total assets at end of year2017-12-31$124,007
Value of total assets at beginning of year2017-12-31$106,474
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$6,954
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$775,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$553,728
Administrative expenses (other) incurred2017-12-31$432
Total non interest bearing cash at end of year2017-12-31$124,007
Total non interest bearing cash at beginning of year2017-12-31$106,474
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$16,287
Value of net assets at end of year (total assets less liabilities)2017-12-31$116,856
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$100,569
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$1,129,938
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$645,107
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$45,656
Contract administrator fees2017-12-31$6,522
Liabilities. Value of benefit claims payable at end of year2017-12-31$7,151
Liabilities. Value of benefit claims payable at beginning of year2017-12-31$5,905
Did the plan have assets held for investment2017-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
Accountancy firm name2017-12-31CRAINE THOMPSON & JONES, P.C.
Accountancy firm EIN2017-12-31621099059
2016 : WALLACE HEALTH CARE PLAN 2016 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$5,905
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$4,077
Total income from all sources (including contributions)2016-12-31$1,387,796
Total of all expenses incurred2016-12-31$1,373,170
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,367,362
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,387,796
Value of total assets at end of year2016-12-31$106,474
Value of total assets at beginning of year2016-12-31$90,020
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$5,808
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$775,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$814,331
Administrative expenses (other) incurred2016-12-31$462
Total non interest bearing cash at end of year2016-12-31$106,474
Total non interest bearing cash at beginning of year2016-12-31$90,020
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$14,626
Value of net assets at end of year (total assets less liabilities)2016-12-31$100,569
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$85,943
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$1,326,362
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$573,465
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$41,000
Contract administrator fees2016-12-31$5,346
Liabilities. Value of benefit claims payable at end of year2016-12-31$5,905
Liabilities. Value of benefit claims payable at beginning of year2016-12-31$4,077
Did the plan have assets held for investment2016-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31CRAINE THOMPSON & JONES, P.C.
Accountancy firm EIN2016-12-31621099059
2015 : WALLACE HEALTH CARE PLAN 2015 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$4,077
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$9,912
Total income from all sources (including contributions)2015-12-31$1,076,388
Total of all expenses incurred2015-12-31$1,072,355
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,066,835
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,076,388
Value of total assets at end of year2015-12-31$90,020
Value of total assets at beginning of year2015-12-31$91,822
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$5,520
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$775,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$644,759
Administrative expenses (other) incurred2015-12-31$148
Total non interest bearing cash at end of year2015-12-31$90,020
Total non interest bearing cash at beginning of year2015-12-31$91,822
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$4,033
Value of net assets at end of year (total assets less liabilities)2015-12-31$85,943
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$81,910
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$1,026,336
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$431,629
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$40,499
Contract administrator fees2015-12-31$5,372
Liabilities. Value of benefit claims payable at end of year2015-12-31$4,077
Liabilities. Value of benefit claims payable at beginning of year2015-12-31$9,912
Did the plan have assets held for investment2015-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31CRAINE THOMPSON & JONES, P.C.
Accountancy firm EIN2015-12-31621099059
2014 : WALLACE HEALTH CARE PLAN 2014 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$9,912
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$2,780
Total income from all sources (including contributions)2014-12-31$989,308
Total of all expenses incurred2014-12-31$995,545
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$990,029
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$989,308
Value of total assets at end of year2014-12-31$91,822
Value of total assets at beginning of year2014-12-31$90,927
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$5,516
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$775,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$511,019
Total non interest bearing cash at end of year2014-12-31$91,822
Total non interest bearing cash at beginning of year2014-12-31$90,927
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$-6,237
Value of net assets at end of year (total assets less liabilities)2014-12-31$81,910
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$88,147
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$953,199
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$478,289
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$36,830
Contract administrator fees2014-12-31$5,516
Liabilities. Value of benefit claims payable at end of year2014-12-31$9,912
Liabilities. Value of benefit claims payable at beginning of year2014-12-31$2,780
Did the plan have assets held for investment2014-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
Accountancy firm name2014-12-31CRAINE THOMPSON & JONES, P.C.
Accountancy firm EIN2014-12-31621099059
2013 : WALLACE HEALTH CARE PLAN 2013 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$2,780
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$2,299
Total income from all sources (including contributions)2013-12-31$1,008,029
Total of all expenses incurred2013-12-31$1,005,025
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$999,573
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,008,029
Value of total assets at end of year2013-12-31$90,927
Value of total assets at beginning of year2013-12-31$87,442
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$5,452
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$775,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$441,894
Total non interest bearing cash at end of year2013-12-31$90,927
Total non interest bearing cash at beginning of year2013-12-31$87,442
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$3,004
Value of net assets at end of year (total assets less liabilities)2013-12-31$88,147
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$85,143
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$963,047
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$566,135
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$36,526
Contract administrator fees2013-12-31$5,452
Liabilities. Value of benefit claims payable at end of year2013-12-31$2,780
Liabilities. Value of benefit claims payable at beginning of year2013-12-31$2,299
Did the plan have assets held for investment2013-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Unqualified
Accountancy firm name2013-12-31CRAINE THOMPSON & JONES, P.C.
Accountancy firm EIN2013-12-31621099059
2012 : WALLACE HEALTH CARE PLAN 2012 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$2,299
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$1,088
Total income from all sources (including contributions)2012-12-31$1,019,518
Total of all expenses incurred2012-12-31$1,014,799
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$1,009,414
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,019,518
Value of total assets at end of year2012-12-31$87,442
Value of total assets at beginning of year2012-12-31$81,512
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$5,385
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$775,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$465,908
Total non interest bearing cash at end of year2012-12-31$87,442
Total non interest bearing cash at beginning of year2012-12-31$81,512
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$4,719
Value of net assets at end of year (total assets less liabilities)2012-12-31$85,143
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$80,424
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Expenses. Payments to insurance carriers foe the provision of benefits2012-12-31$967,878
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$553,610
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$41,536
Contract administrator fees2012-12-31$5,385
Liabilities. Value of benefit claims payable at end of year2012-12-31$2,299
Liabilities. Value of benefit claims payable at beginning of year2012-12-31$1,088
Did the plan have assets held for investment2012-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31CRAINE THOMPSON & JONES, P.C.
Accountancy firm EIN2012-12-31621099059
2011 : WALLACE HEALTH CARE PLAN 2011 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$1,088
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$1,765
Total income from all sources (including contributions)2011-12-31$962,872
Total of all expenses incurred2011-12-31$967,386
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$961,556
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$962,872
Value of total assets at end of year2011-12-31$81,512
Value of total assets at beginning of year2011-12-31$86,703
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$5,830
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$775,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$457,342
Participant contributions at beginning of year2011-12-31$37
Total non interest bearing cash at end of year2011-12-31$81,512
Total non interest bearing cash at beginning of year2011-12-31$86,367
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-4,514
Value of net assets at end of year (total assets less liabilities)2011-12-31$80,424
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$84,938
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Expenses. Payments to insurance carriers foe the provision of benefits2011-12-31$914,642
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$505,530
Employer contributions (assets) at beginning of year2011-12-31$299
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$46,914
Contract administrator fees2011-12-31$5,830
Liabilities. Value of benefit claims payable at end of year2011-12-31$1,088
Liabilities. Value of benefit claims payable at beginning of year2011-12-31$1,765
Did the plan have assets held for investment2011-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
Accountancy firm name2011-12-31CRAINE THOMPSON & JONES, P.C.
Accountancy firm EIN2011-12-31621099059
2010 : WALLACE HEALTH CARE PLAN 2010 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$1,765
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$4,075
Total income from all sources (including contributions)2010-12-31$1,056,012
Total of all expenses incurred2010-12-31$1,059,619
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$1,052,685
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$1,056,012
Value of total assets at end of year2010-12-31$86,703
Value of total assets at beginning of year2010-12-31$92,620
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$6,934
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$775,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$470,754
Participant contributions at end of year2010-12-31$37
Participant contributions at beginning of year2010-12-31$74
Administrative expenses (other) incurred2010-12-31$76
Total non interest bearing cash at end of year2010-12-31$86,367
Total non interest bearing cash at beginning of year2010-12-31$92,039
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$-3,607
Value of net assets at end of year (total assets less liabilities)2010-12-31$84,938
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$88,545
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Expenses. Payments to insurance carriers foe the provision of benefits2010-12-31$1,001,281
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$585,258
Employer contributions (assets) at end of year2010-12-31$299
Employer contributions (assets) at beginning of year2010-12-31$507
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$51,404
Contract administrator fees2010-12-31$6,858
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Liabilities. Value of benefit claims payable at end of year2010-12-31$1,765
Liabilities. Value of benefit claims payable at beginning of year2010-12-31$4,075
Did the plan have assets held for investment2010-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Unqualified
Accountancy firm name2010-12-31PUGH & COMPANY, P.C.
Accountancy firm EIN2010-12-31621142155

Form 5500 Responses for WALLACE HEALTH CARE PLAN

2022: WALLACE HEALTH CARE PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedYes
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: WALLACE HEALTH CARE PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: WALLACE HEALTH CARE PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: WALLACE HEALTH CARE PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: WALLACE HEALTH CARE PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: WALLACE HEALTH CARE PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: WALLACE HEALTH CARE PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: WALLACE HEALTH CARE PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: WALLACE HEALTH CARE PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: WALLACE HEALTH CARE PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: WALLACE HEALTH CARE PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: WALLACE HEALTH CARE PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2009: WALLACE HEALTH CARE PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract numberG000AW42
Policy instance 2
Insurance contract or identification numberG000AW42
Number of Individuals Covered69
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $3,712
Total amount of fees paid to insurance companyUSD $1,018
Long Term Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $24,744
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,712
Amount paid for insurance broker fees1018
Additional information about fees paid to insurance brokerAGENT OR BROKER OF RECORD
Insurance broker organization code?3
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract number22NW01C460
Policy instance 1
Insurance contract or identification number22NW01C460
Number of Individuals Covered118
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $317,927
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Additional information about fees paid to insurance brokerAGENT OR BROKER OF RECORD
Insurance broker organization code?3
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract numberG000AW42
Policy instance 5
Insurance contract or identification numberG000AW42
Number of Individuals Covered50
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $10,635
Total amount of fees paid to insurance companyUSD $2,344
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $53,174
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $10,635
Amount paid for insurance broker fees2344
Additional information about fees paid to insurance brokerAGENT OR BROKER OF RECORD
Insurance broker organization code?3
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract numberG000AW42
Policy instance 4
Insurance contract or identification numberG000AW42
Number of Individuals Covered18
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $1,611
Total amount of fees paid to insurance companyUSD $477
Temporary Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $10,739
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,611
Amount paid for insurance broker fees477
Additional information about fees paid to insurance brokerAGENT OR BROKER OF RECORD
Insurance broker organization code?3
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract numberG000AW42
Policy instance 3
Insurance contract or identification numberG000AW42
Number of Individuals Covered197
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $4,850
Total amount of fees paid to insurance companyUSD $1,420
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $32,335
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $4,850
Amount paid for insurance broker fees1420
Additional information about fees paid to insurance brokerAGENT OR BROKER OF RECORD
Insurance broker organization code?3
HUMANA INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 73288 )
Policy contract number834109
Policy instance 1
Insurance contract or identification number834109
Number of Individuals Covered111
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $43,531
Total amount of fees paid to insurance companyUSD $5,819
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $832,623
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $43,531
Amount paid for insurance broker fees5819
Additional information about fees paid to insurance brokerAGENT OR BROKER OF RECORD
Insurance broker organization code?3
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract numberG000AW42
Policy instance 2
Insurance contract or identification numberG000AW42
Number of Individuals Covered67
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $3,393
Total amount of fees paid to insurance companyUSD $1,080
Welfare Benefit Premiums Paid to CarrierUSD $22,622
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,393
Amount paid for insurance broker fees1080
Additional information about fees paid to insurance brokerAGENT OR BROKER OF RECORD
Insurance broker organization code?3
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract numberG000AW42
Policy instance 3
Insurance contract or identification numberG000AW42
Number of Individuals Covered194
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $4,732
Total amount of fees paid to insurance companyUSD $1,453
Welfare Benefit Premiums Paid to CarrierUSD $31,546
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $4,732
Amount paid for insurance broker fees1453
Additional information about fees paid to insurance brokerAGENT OR BROKER OF RECORD
Insurance broker organization code?3
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract numberG000AW42
Policy instance 4
Insurance contract or identification numberG000AW42
Number of Individuals Covered20
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $1,590
Total amount of fees paid to insurance companyUSD $499
Welfare Benefit Premiums Paid to CarrierUSD $10,599
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,590
Amount paid for insurance broker fees499
Additional information about fees paid to insurance brokerAGENT OR BROKER OF RECORD
Insurance broker organization code?3
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract numberG000AW42
Policy instance 5
Insurance contract or identification numberG000AW42
Number of Individuals Covered55
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $10,420
Total amount of fees paid to insurance companyUSD $2,408
Welfare Benefit Premiums Paid to CarrierUSD $52,098
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $10,420
Amount paid for insurance broker fees2408
Additional information about fees paid to insurance brokerAGENT OR BROKER OF RECORD
Insurance broker organization code?3
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract numberG000AW42
Policy instance 5
Insurance contract or identification numberG000AW42
Number of Individuals Covered62
Insurance policy start date2020-03-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $9,019
Total amount of fees paid to insurance companyUSD $1,641
Welfare Benefit Premiums Paid to CarrierUSD $45,094
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $9,019
Amount paid for insurance broker fees1641
Additional information about fees paid to insurance brokerAGENT OR BROKER OF RECORD
Insurance broker organization code?3
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract numberG000AW42
Policy instance 4
Insurance contract or identification numberG000AW42
Number of Individuals Covered21
Insurance policy start date2020-03-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $1,377
Total amount of fees paid to insurance companyUSD $352
Welfare Benefit Premiums Paid to CarrierUSD $9,181
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,377
Amount paid for insurance broker fees352
Additional information about fees paid to insurance brokerAGENT OR BROKER OF RECORD
Insurance broker organization code?3
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract numberG000AW42
Policy instance 3
Insurance contract or identification numberG000AW42
Number of Individuals Covered189
Insurance policy start date2020-03-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $4,050
Total amount of fees paid to insurance companyUSD $1,007
Welfare Benefit Premiums Paid to CarrierUSD $26,998
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $4,050
Amount paid for insurance broker fees1007
Additional information about fees paid to insurance brokerAGENT OR BROKER OF RECORD
Insurance broker organization code?3
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract numberG000AW42
Policy instance 2
Insurance contract or identification numberG000AW42
Number of Individuals Covered71
Insurance policy start date2020-03-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $3,011
Total amount of fees paid to insurance companyUSD $773
Welfare Benefit Premiums Paid to CarrierUSD $20,073
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,011
Amount paid for insurance broker fees773
Additional information about fees paid to insurance brokerAGENT OR BROKER OF RECORD
Insurance broker organization code?3
HUMANA INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 73288 )
Policy contract number834109
Policy instance 1
Insurance contract or identification number834109
Number of Individuals Covered111
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $904,498
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Additional information about fees paid to insurance brokerACQ/RET
Insurance broker organization code?3
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract numberG000AW42
Policy instance 5
Insurance contract or identification numberG000AW42
Number of Individuals Covered64
Insurance policy start date2019-03-01
Insurance policy end date2020-03-01
Total amount of commissions paid to insurance brokerUSD $10,212
Total amount of fees paid to insurance companyUSD $2,292
Welfare Benefit Premiums Paid to CarrierUSD $51,060
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $10,212
Amount paid for insurance broker fees2292
Additional information about fees paid to insurance brokerAGENT OR BROKER OF RECORD
Insurance broker organization code?3
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract numberG000AW42
Policy instance 4
Insurance contract or identification numberG000AW42
Number of Individuals Covered23
Insurance policy start date2019-03-01
Insurance policy end date2020-03-01
Total amount of commissions paid to insurance brokerUSD $1,664
Total amount of fees paid to insurance companyUSD $497
Welfare Benefit Premiums Paid to CarrierUSD $11,097
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,664
Amount paid for insurance broker fees497
Additional information about fees paid to insurance brokerAGENT OR BROKER OF RECORD
Insurance broker organization code?3
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract numberG000AW42
Policy instance 3
Insurance contract or identification numberG000AW42
Number of Individuals Covered183
Insurance policy start date2019-03-01
Insurance policy end date2020-03-01
Total amount of commissions paid to insurance brokerUSD $4,730
Total amount of fees paid to insurance companyUSD $1,380
Welfare Benefit Premiums Paid to CarrierUSD $31,531
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $4,730
Amount paid for insurance broker fees1380
Additional information about fees paid to insurance brokerAGENT OR BROKER OF RECORD
Insurance broker organization code?3
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract numberG000AW42
Policy instance 2
Insurance contract or identification numberG000AW42
Number of Individuals Covered72
Insurance policy start date2019-03-01
Insurance policy end date2020-03-01
Total amount of commissions paid to insurance brokerUSD $3,606
Total amount of fees paid to insurance companyUSD $1,020
Welfare Benefit Premiums Paid to CarrierUSD $24,042
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,606
Amount paid for insurance broker fees1020
Additional information about fees paid to insurance brokerAGENT OR BROKER OF RECORD
Insurance broker organization code?3
BLUECROSS BLUESHIELD OF TENNESSEE, INC. (National Association of Insurance Commissioners NAIC id number: 54518 )
Policy contract number140244
Policy instance 1
Insurance contract or identification number140244
Number of Individuals Covered154
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of fees paid to insurance companyUSD $48,363
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $908,423
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees48363
Additional information about fees paid to insurance brokerACQ/RET
Insurance broker organization code?3
UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 )
Policy contract number910642
Policy instance 1
Insurance contract or identification number910642
Number of Individuals Covered171
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of fees paid to insurance companyUSD $50,743
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $1,057,072
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees50743
Additional information about fees paid to insurance brokerSERVICE FEE AGREEMENT
Insurance broker organization code?3
Insurance broker nameCBIZ BENEFITS & INS SERVICES INC
BLUECROSS BLUESHIELD OF TENNESSEE, INC. (National Association of Insurance Commissioners NAIC id number: 54518 )
Policy contract number128071
Policy instance 1
Insurance contract or identification number128071
Number of Individuals Covered201
Insurance policy start date2014-04-01
Insurance policy end date2015-03-31
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $827,528
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Insurance broker organization code?3
Insurance broker nameCHARLES R HURT, CLU
BLUECROSS BLUESHIELD OF TENNESSEE, INC. (National Association of Insurance Commissioners NAIC id number: 54518 )
Policy contract number128071
Policy instance 1
Insurance contract or identification number128071
Number of Individuals Covered201
Insurance policy start date2014-04-01
Insurance policy end date2015-03-31
Total amount of commissions paid to insurance brokerUSD $47,867
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $827,528
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $47,867
Insurance broker organization code?3
Insurance broker nameCHARLES R HURT, CLU
BLUECROSS BLUESHIELD OF TENNESSEE, INC. (National Association of Insurance Commissioners NAIC id number: 54518 )
Policy contract number128071
Policy instance 1
Insurance contract or identification number128071
Number of Individuals Covered201
Insurance policy start date2013-04-01
Insurance policy end date2014-03-31
Total amount of commissions paid to insurance brokerUSD $48,781
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $991,659
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $48,781
Insurance broker organization code?3
Insurance broker nameJOHN G SAMPLE, CLU
BLUECROSS BLUESHIELD OF TENNESSEE, INC. (National Association of Insurance Commissioners NAIC id number: 54518 )
Policy contract number101266
Policy instance 1
Insurance contract or identification number101266
Number of Individuals Covered249
Insurance policy start date2011-04-01
Insurance policy end date2012-03-31
Total amount of commissions paid to insurance brokerUSD $30,425
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $851
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $22,579
Insurance broker organization code?3
Insurance broker nameJOHN G SAMPLE, CLU
BLUECROSS BLUESHIELD OF TENNESSEE, INC. (National Association of Insurance Commissioners NAIC id number: 54518 )
Policy contract number101266
Policy instance 1
Insurance contract or identification number101266
Number of Individuals Covered249
Insurance policy start date2010-04-01
Insurance policy end date2011-03-31
Total amount of commissions paid to insurance brokerUSD $30,425
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $851
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
BLUECROSS BLUESHIELD OF TENNESSEE, INC. (National Association of Insurance Commissioners NAIC id number: 54518 )
Policy contract number101266
Policy instance 1
Insurance contract or identification number101266
Number of Individuals Covered297
Insurance policy start date2009-04-01
Insurance policy end date2010-03-31
Total amount of commissions paid to insurance brokerUSD $37,290
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Health Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $27,968
Insurance broker organization code?3
Insurance broker nameJOHN G SAMPLE, CLU

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