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| Plan Name | WUNDERLICH INVESTMENT COMPANY HEALTH REIMBURSEMENT ARRANGEMENT |
| Plan identification number | 525 |
| 401k Plan Type | Welfare Benefit |
| Plan Features/Benefits |
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| Company Name: | WUNDERLICH INVESTMENT COMPANY |
| Employer identification number (EIN): | 621720109 |
| NAIC Classification: | 523120 |
| NAIC Description: | Securities Brokerage |
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 525 | 2017-01-01 | ||||
| 525 | 2016-01-01 | STACY HODGES | STACY HODGES | 2017-06-20 |
| 2017: WUNDERLICH INVESTMENT COMPANY HEALTH REIMBURSEMENT ARRANGEMENT 2017 form 5500 responses | ||
|---|---|---|
| 2017-01-01 | Type of plan entity | Single employer plan |
| 2017-01-01 | This submission is the final filing | Yes |
| 2017-01-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2017-01-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
| 2016: WUNDERLICH INVESTMENT COMPANY HEALTH REIMBURSEMENT ARRANGEMENT 2016 form 5500 responses | ||
| 2016-01-01 | Type of plan entity | Single employer plan |
| 2016-01-01 | Submission has been amended | No |
| 2016-01-01 | This submission is the final filing | No |
| 2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2016-01-01 | Plan is a collectively bargained plan | No |
| 2016-01-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2016-01-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
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