ENERGY EXCHANGER CO. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan ENERGY EXCHANGER CO. WELFARE BENEFIT PLAN
401k plan membership statisitcs for ENERGY EXCHANGER CO. WELFARE BENEFIT PLAN
| Measure | Date | Value |
|---|
| 2017: ENERGY EXCHANGER CO. WELFARE BENEFIT PLAN 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-03-01 | 85 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-03-01 | 80 |
| Number of retired or separated participants receiving benefits | 2017-03-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2017-03-01 | 0 |
| Total of all active and inactive participants | 2017-03-01 | 80 |
| 2016: ENERGY EXCHANGER CO. WELFARE BENEFIT PLAN 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-03-01 | 85 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-03-01 | 85 |
| Number of retired or separated participants receiving benefits | 2016-03-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2016-03-01 | 0 |
| Total of all active and inactive participants | 2016-03-01 | 85 |
| 2015: ENERGY EXCHANGER CO. WELFARE BENEFIT PLAN 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-03-01 | 84 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-03-01 | 85 |
| Number of retired or separated participants receiving benefits | 2015-03-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2015-03-01 | 0 |
| Total of all active and inactive participants | 2015-03-01 | 85 |
| 2014: ENERGY EXCHANGER CO. WELFARE BENEFIT PLAN 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-03-01 | 87 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-03-01 | 84 |
| Number of retired or separated participants receiving benefits | 2014-03-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2014-03-01 | 0 |
| Total of all active and inactive participants | 2014-03-01 | 84 |
| 2013: ENERGY EXCHANGER CO. WELFARE BENEFIT PLAN 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-03-01 | 84 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-03-01 | 87 |
| Total of all active and inactive participants | 2013-03-01 | 87 |
| 2012: ENERGY EXCHANGER CO. WELFARE BENEFIT PLAN 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-03-01 | 83 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-03-01 | 84 |
| Total of all active and inactive participants | 2012-03-01 | 84 |
| 2011: ENERGY EXCHANGER CO. WELFARE BENEFIT PLAN 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-03-01 | 70 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-03-01 | 83 |
| Total of all active and inactive participants | 2011-03-01 | 83 |
| 2009: ENERGY EXCHANGER CO. WELFARE BENEFIT PLAN 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-03-01 | 98 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-03-01 | 84 |
| Total of all active and inactive participants | 2009-03-01 | 84 |
| Measure | Date | Value |
|---|
| 2018 : ENERGY EXCHANGER CO. WELFARE BENEFIT PLAN 2018 401k financial data |
|---|
| Total income from all sources | 2018-02-28 | $1,472,786 |
| Expenses. Total of all expenses incurred | 2018-02-28 | $1,638,033 |
| Benefits paid (including direct rollovers) | 2018-02-28 | $1,585,014 |
| Total plan assets at end of year | 2018-02-28 | $834,753 |
| Total plan assets at beginning of year | 2018-02-28 | $1,000,000 |
| Total contributions received or receivable from participants | 2018-02-28 | $166,998 |
| Expenses. Other expenses not covered elsewhere | 2018-02-28 | $53,019 |
| Contributions received from other sources (not participants or employers) | 2018-02-28 | $12,806 |
| Other income received | 2018-02-28 | $593,256 |
| Net income (gross income less expenses) | 2018-02-28 | $-165,247 |
| Net plan assets at end of year (total assets less liabilities) | 2018-02-28 | $834,753 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-02-28 | $1,000,000 |
| Total contributions received or receivable from employer(s) | 2018-02-28 | $699,726 |
| 2017 : ENERGY EXCHANGER CO. WELFARE BENEFIT PLAN 2017 401k financial data |
|---|
| Total income from all sources | 2017-02-28 | $1,334,582 |
| Expenses. Total of all expenses incurred | 2017-02-28 | $1,224,300 |
| Benefits paid (including direct rollovers) | 2017-02-28 | $1,201,186 |
| Total plan assets at end of year | 2017-02-28 | $1,000,000 |
| Total plan assets at beginning of year | 2017-02-28 | $889,718 |
| Total contributions received or receivable from participants | 2017-02-28 | $183,890 |
| Expenses. Other expenses not covered elsewhere | 2017-02-28 | $23,114 |
| Contributions received from other sources (not participants or employers) | 2017-02-28 | $13,867 |
| Other income received | 2017-02-28 | $359,977 |
| Net income (gross income less expenses) | 2017-02-28 | $110,282 |
| Net plan assets at end of year (total assets less liabilities) | 2017-02-28 | $1,000,000 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-02-28 | $889,718 |
| Total contributions received or receivable from employer(s) | 2017-02-28 | $776,848 |
| 2016 : ENERGY EXCHANGER CO. WELFARE BENEFIT PLAN 2016 401k financial data |
|---|
| Total income from all sources | 2016-02-29 | $956,272 |
| Expenses. Total of all expenses incurred | 2016-02-29 | $1,384,919 |
| Benefits paid (including direct rollovers) | 2016-02-29 | $1,108,641 |
| Total plan assets at end of year | 2016-02-29 | $889,718 |
| Total plan assets at beginning of year | 2016-02-29 | $1,318,365 |
| Total contributions received or receivable from participants | 2016-02-29 | $175,242 |
| Expenses. Other expenses not covered elsewhere | 2016-02-29 | $276,278 |
| Contributions received from other sources (not participants or employers) | 2016-02-29 | $29,721 |
| Net income (gross income less expenses) | 2016-02-29 | $-428,647 |
| Net plan assets at end of year (total assets less liabilities) | 2016-02-29 | $889,718 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-02-29 | $1,318,365 |
| Total contributions received or receivable from employer(s) | 2016-02-29 | $751,309 |
| 2015 : ENERGY EXCHANGER CO. WELFARE BENEFIT PLAN 2015 401k financial data |
|---|
| Total income from all sources | 2015-02-28 | $1,319,739 |
| Expenses. Total of all expenses incurred | 2015-02-28 | $917,808 |
| Benefits paid (including direct rollovers) | 2015-02-28 | $856,822 |
| Total plan assets at end of year | 2015-02-28 | $1,318,365 |
| Total plan assets at beginning of year | 2015-02-28 | $916,434 |
| Total contributions received or receivable from participants | 2015-02-28 | $163,232 |
| Expenses. Other expenses not covered elsewhere | 2015-02-28 | $60,986 |
| Contributions received from other sources (not participants or employers) | 2015-02-28 | $45,718 |
| Other income received | 2015-02-28 | $339,006 |
| Net income (gross income less expenses) | 2015-02-28 | $401,931 |
| Net plan assets at end of year (total assets less liabilities) | 2015-02-28 | $1,318,365 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-02-28 | $916,434 |
| Total contributions received or receivable from employer(s) | 2015-02-28 | $771,783 |
| 2014 : ENERGY EXCHANGER CO. WELFARE BENEFIT PLAN 2014 401k financial data |
|---|
| Total income from all sources | 2014-02-28 | $1,026,344 |
| Expenses. Total of all expenses incurred | 2014-02-28 | $994,956 |
| Benefits paid (including direct rollovers) | 2014-02-28 | $934,906 |
| Total plan assets at end of year | 2014-02-28 | $916,434 |
| Total plan assets at beginning of year | 2014-02-28 | $885,046 |
| Total contributions received or receivable from participants | 2014-02-28 | $163,143 |
| Expenses. Other expenses not covered elsewhere | 2014-02-28 | $60,050 |
| Contributions received from other sources (not participants or employers) | 2014-02-28 | $99,510 |
| Net income (gross income less expenses) | 2014-02-28 | $31,388 |
| Net plan assets at end of year (total assets less liabilities) | 2014-02-28 | $916,434 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-02-28 | $885,046 |
| Total contributions received or receivable from employer(s) | 2014-02-28 | $763,691 |
| 2013 : ENERGY EXCHANGER CO. WELFARE BENEFIT PLAN 2013 401k financial data |
|---|
| Total income from all sources | 2013-02-28 | $1,246,956 |
| Expenses. Total of all expenses incurred | 2013-02-28 | $912,769 |
| Benefits paid (including direct rollovers) | 2013-02-28 | $854,213 |
| Total plan assets at end of year | 2013-02-28 | $0 |
| Total plan assets at beginning of year | 2013-02-28 | $0 |
| Total contributions received or receivable from participants | 2013-02-28 | $165,167 |
| Expenses. Other expenses not covered elsewhere | 2013-02-28 | $58,556 |
| Contributions received from other sources (not participants or employers) | 2013-02-28 | $96,836 |
| Net income (gross income less expenses) | 2013-02-28 | $334,187 |
| Net plan assets at end of year (total assets less liabilities) | 2013-02-28 | $0 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-02-28 | $0 |
| Total contributions received or receivable from employer(s) | 2013-02-28 | $984,953 |
| 2012 : ENERGY EXCHANGER CO. WELFARE BENEFIT PLAN 2012 401k financial data |
|---|
| Total income from all sources | 2012-02-29 | $1,175,244 |
| Expenses. Total of all expenses incurred | 2012-02-29 | $1,074,879 |
| Benefits paid (including direct rollovers) | 2012-02-29 | $1,020,154 |
| Total plan assets at end of year | 2012-02-29 | $0 |
| Total plan assets at beginning of year | 2012-02-29 | $0 |
| Total contributions received or receivable from participants | 2012-02-29 | $165,486 |
| Expenses. Other expenses not covered elsewhere | 2012-02-29 | $54,725 |
| Contributions received from other sources (not participants or employers) | 2012-02-29 | $125,611 |
| Net income (gross income less expenses) | 2012-02-29 | $100,365 |
| Net plan assets at end of year (total assets less liabilities) | 2012-02-29 | $0 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-02-29 | $0 |
| Total contributions received or receivable from employer(s) | 2012-02-29 | $884,147 |
| 2011 : ENERGY EXCHANGER CO. WELFARE BENEFIT PLAN 2011 401k financial data |
|---|
| Total income from all sources | 2011-02-28 | $1,228,593 |
| Expenses. Total of all expenses incurred | 2011-02-28 | $1,112,765 |
| Benefits paid (including direct rollovers) | 2011-02-28 | $1,065,458 |
| Total plan assets at end of year | 2011-02-28 | $0 |
| Total contributions received or receivable from participants | 2011-02-28 | $149,771 |
| Expenses. Other expenses not covered elsewhere | 2011-02-28 | $47,307 |
| Contributions received from other sources (not participants or employers) | 2011-02-28 | $320,549 |
| Net income (gross income less expenses) | 2011-02-28 | $115,828 |
| Net plan assets at end of year (total assets less liabilities) | 2011-02-28 | $0 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-02-28 | $0 |
| Total contributions received or receivable from employer(s) | 2011-02-28 | $758,273 |
| COMPANION LIFE (National Association of Insurance Commissioners NAIC id number: 77828 ) |
| Policy contract number | 618-15-42107-00 |
| Policy instance | 2 |
| Insurance contract or identification number | 618-15-42107-00 | | Number of Individuals Covered | 80 | | Insurance policy start date | 2017-03-01 | | Insurance policy end date | 2018-02-28 | | Life Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $7,171 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| SIRIUS AMERICA INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 38776 ) |
| Policy contract number | S1095-2018R2 |
| Policy instance | 1 |
| Insurance contract or identification number | S1095-2018R2 | | Number of Individuals Covered | 80 | | Insurance policy start date | 2017-03-01 | | Insurance policy end date | 2018-02-28 | | Total amount of commissions paid to insurance broker | USD $18,936 | | Total amount of fees paid to insurance company | USD $6,785 | | Health Insurance Welfare Benefit | Yes | | Dental Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $199,958 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $18,936 | | Amount paid for insurance broker fees | 7640 | | Additional information about fees paid to insurance broker | PPO FEES 5 | | Insurance broker name | RESOURCEONE ADMINISTRATORS |
|
| HCC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 92711 ) |
| Policy contract number | HCL13251 |
| Policy instance | 1 |
| Insurance contract or identification number | HCL13251 | | Number of Individuals Covered | 85 | | Insurance policy start date | 2015-03-01 | | Insurance policy end date | 2016-02-29 | | Total amount of commissions paid to insurance broker | USD $52,445 | | Total amount of fees paid to insurance company | USD $13,338 | | Health Insurance Welfare Benefit | Yes | | Dental Insurance Welfare Benefit | Yes | | Life Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $211,890 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $52,445 | | Additional information about fees paid to insurance broker | PRESCRIPTION REMITTANCE 5 | | Amount paid for insurance broker fees | 7055 | | Insurance broker name | CATAMARAN - GROUP 00001532 |
|
| HCC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 92711 ) |
| Policy contract number | HCL13251 |
| Policy instance | 1 |
| Insurance contract or identification number | HCL13251 | | Number of Individuals Covered | 84 | | Insurance policy start date | 2014-03-01 | | Insurance policy end date | 2015-02-28 | | Total amount of commissions paid to insurance broker | USD $54,287 | | Total amount of fees paid to insurance company | USD $14,422 | | Health Insurance Welfare Benefit | Yes | | Dental Insurance Welfare Benefit | Yes | | Life Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $275,179 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $54,287 | | Additional information about fees paid to insurance broker | PRESCRIPTION REMITTANCE 5 | | Amount paid for insurance broker fees | 7722 | | Insurance broker name | CATAMARAN - GROUP 00001532 |
|
| HCC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 92711 ) |
| Policy contract number | HCL13251 |
| Policy instance | 1 |
| Insurance contract or identification number | HCL13251 | | Number of Individuals Covered | 84 | | Insurance policy start date | 2013-03-01 | | Insurance policy end date | 2014-02-28 | | Total amount of commissions paid to insurance broker | USD $54,410 | | Total amount of fees paid to insurance company | USD $12,397 | | Life Insurance Welfare Benefit | Yes | | Other welfare benefits provided | ACCIDENTAL DEATH & DISMEMBERMENT | | Welfare Benefit Premiums Paid to Carrier | USD $232,519 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $41,424 | | Amount paid for insurance broker fees | 695 | | Additional information about fees paid to insurance broker | PRESCRIPTION REMITTANCE 5 | | Insurance broker name | HEALTHREVIEW, LLC |
|
| HCC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 92711 ) |
| Policy contract number | HCL13251 |
| Policy instance | 1 |
| Insurance contract or identification number | HCL13251 | | Number of Individuals Covered | 84 | | Insurance policy start date | 2012-03-01 | | Insurance policy end date | 2013-02-28 | | Total amount of commissions paid to insurance broker | USD $52,853 | | Total amount of fees paid to insurance company | USD $12,115 | | Life Insurance Welfare Benefit | Yes | | Other welfare benefits provided | ACCIDENTAL DEATH & DISMEMBERMENT | | Welfare Benefit Premiums Paid to Carrier | USD $222,753 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $27,114 | | Amount paid for insurance broker fees | 707 | | Additional information about fees paid to insurance broker | PRESCRIPTION REMITTANCE 5 | | Insurance broker name | HEALTHREVIEW, LLC |
|
| HCC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 92711 ) |
| Policy contract number | HCL13251 |
| Policy instance | 1 |
| Insurance contract or identification number | HCL13251 | | Number of Individuals Covered | 83 | | Insurance policy start date | 2011-03-01 | | Insurance policy end date | 2012-02-29 | | Total amount of commissions paid to insurance broker | USD $48,526 | | Total amount of fees paid to insurance company | USD $12,547 | | Welfare Benefit Premiums Paid to Carrier | USD $195,490 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| COMPANION LIFE (National Association of Insurance Commissioners NAIC id number: 77828 ) |
| Policy contract number | 618 15 42107 |
| Policy instance | 2 |
| Insurance contract or identification number | 618 15 42107 | | Number of Individuals Covered | 83 | | Insurance policy start date | 2011-03-01 | | Insurance policy end date | 2012-02-29 | | Life Insurance Welfare Benefit | Yes | | Other welfare benefits provided | ACCIDENTAL DEATH DISMEMBERMENT | | Welfare Benefit Premiums Paid to Carrier | USD $6,346 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| HCC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 92711 ) |
| Policy contract number | HCL13251 |
| Policy instance | 1 |
| Insurance contract or identification number | HCL13251 | | Number of Individuals Covered | 70 | | Insurance policy start date | 2010-03-01 | | Insurance policy end date | 2011-02-28 | | Total amount of commissions paid to insurance broker | USD $40,946 | | Total amount of fees paid to insurance company | USD $12,597 | | Welfare Benefit Premiums Paid to Carrier | USD $159,590 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| COMPANION LIFE (National Association of Insurance Commissioners NAIC id number: 77828 ) |
| Policy contract number | 618 15 42107 |
| Policy instance | 2 |
| Insurance contract or identification number | 618 15 42107 | | Number of Individuals Covered | 70 | | Insurance policy start date | 2010-03-01 | | Insurance policy end date | 2011-02-28 | | Total amount of commissions paid to insurance broker | USD $623 | | Life Insurance Welfare Benefit | Yes | | Other welfare benefits provided | ACCIDENTAL DEATH DISMEMBERMENT | | Welfare Benefit Premiums Paid to Carrier | USD $6,235 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
