A CONE ZONE, INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan A CONE ZONE, INC. HEALTH & WELFARE PROGRAM
401k plan membership statisitcs for A CONE ZONE, INC. HEALTH & WELFARE PROGRAM
| Measure | Date | Value |
|---|
| 2021: A CONE ZONE, INC. HEALTH & WELFARE PROGRAM 2021 401k membership |
|---|
| Total participants, beginning-of-year | 2021-01-01 | 28 |
| Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 0 |
| Total of all active and inactive participants | 2021-01-01 | 0 |
| 2020: A CONE ZONE, INC. HEALTH & WELFARE PROGRAM 2020 401k membership |
|---|
| Total participants, beginning-of-year | 2020-01-01 | 30 |
| Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 28 |
| Total of all active and inactive participants | 2020-01-01 | 28 |
| 2019: A CONE ZONE, INC. HEALTH & WELFARE PROGRAM 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-01-01 | 30 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 30 |
| Total of all active and inactive participants | 2019-01-01 | 30 |
| 2018: A CONE ZONE, INC. HEALTH & WELFARE PROGRAM 2018 401k membership |
|---|
| Total participants, beginning-of-year | 2018-01-01 | 29 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 30 |
| Total of all active and inactive participants | 2018-01-01 | 30 |
| Measure | Date | Value |
|---|
| 2021 : A CONE ZONE, INC. HEALTH & WELFARE PROGRAM 2021 401k financial data |
|---|
| Total income from all sources | 2021-12-31 | $0 |
| Expenses. Total of all expenses incurred | 2021-12-31 | $23,918 |
| Benefits paid (including direct rollovers) | 2021-12-31 | $23,918 |
| Total plan assets at end of year | 2021-12-31 | $0 |
| Total plan assets at beginning of year | 2021-12-31 | $23,918 |
| Net income (gross income less expenses) | 2021-12-31 | $-23,918 |
| Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $0 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $23,918 |
| 2020 : A CONE ZONE, INC. HEALTH & WELFARE PROGRAM 2020 401k financial data |
|---|
| Total income from all sources | 2020-12-31 | $0 |
| Expenses. Total of all expenses incurred | 2020-12-31 | $1,536 |
| Benefits paid (including direct rollovers) | 2020-12-31 | $16,699 |
| Total plan assets at end of year | 2020-12-31 | $23,918 |
| Total plan assets at beginning of year | 2020-12-31 | $25,454 |
| Net income (gross income less expenses) | 2020-12-31 | $-1,536 |
| Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $23,918 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $25,454 |
| Total contributions received or receivable from employer(s) | 2020-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2020-12-31 | $-15,163 |
| 2019 : A CONE ZONE, INC. HEALTH & WELFARE PROGRAM 2019 401k financial data |
|---|
| Total income from all sources | 2019-12-31 | $186,206 |
| Expenses. Total of all expenses incurred | 2019-12-31 | $187,264 |
| Benefits paid (including direct rollovers) | 2019-12-31 | $199,441 |
| Total plan assets at end of year | 2019-12-31 | $25,454 |
| Total plan assets at beginning of year | 2019-12-31 | $26,512 |
| Net income (gross income less expenses) | 2019-12-31 | $-1,058 |
| Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $25,454 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $26,512 |
| Total contributions received or receivable from employer(s) | 2019-12-31 | $186,206 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2019-12-31 | $-12,177 |
| 2018 : A CONE ZONE, INC. HEALTH & WELFARE PROGRAM 2018 401k financial data |
|---|
| Total income from all sources | 2018-12-31 | $170,785 |
| Expenses. Total of all expenses incurred | 2018-12-31 | $144,273 |
| Benefits paid (including direct rollovers) | 2018-12-31 | $141,726 |
| Total plan assets at end of year | 2018-12-31 | $26,512 |
| Total plan assets at beginning of year | 2018-12-31 | $0 |
| Net income (gross income less expenses) | 2018-12-31 | $26,512 |
| Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $26,512 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $0 |
| Total contributions received or receivable from employer(s) | 2018-12-31 | $170,785 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2018-12-31 | $2,547 |
| 2021: A CONE ZONE, INC. HEALTH & WELFARE PROGRAM 2021 form 5500 responses |
|---|
| 2021-01-01 | Type of plan entity | Single employer plan |
| 2021-01-01 | Submission has been amended | No |
| 2021-01-01 | This submission is the final filing | Yes |
| 2021-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2021-01-01 | Plan is a collectively bargained plan | No |
| 2021-01-01 | Plan funding arrangement – Trust | Yes |
| 2021-01-01 | Plan benefit arrangement - Trust | Yes |
| 2020: A CONE ZONE, INC. HEALTH & WELFARE PROGRAM 2020 form 5500 responses |
|---|
| 2020-01-01 | Type of plan entity | Single employer plan |
| 2020-01-01 | Submission has been amended | No |
| 2020-01-01 | This submission is the final filing | No |
| 2020-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2020-01-01 | Plan is a collectively bargained plan | No |
| 2020-01-01 | Plan funding arrangement – Trust | Yes |
| 2020-01-01 | Plan benefit arrangement - Trust | Yes |
| 2019: A CONE ZONE, INC. HEALTH & WELFARE PROGRAM 2019 form 5500 responses |
|---|
| 2019-01-01 | Type of plan entity | Single employer plan |
| 2019-01-01 | Submission has been amended | No |
| 2019-01-01 | This submission is the final filing | No |
| 2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2019-01-01 | Plan is a collectively bargained plan | No |
| 2019-01-01 | Plan funding arrangement – Insurance | Yes |
| 2019-01-01 | Plan funding arrangement – Trust | Yes |
| 2019-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2019-01-01 | Plan benefit arrangement - Trust | Yes |
| 2018: A CONE ZONE, INC. HEALTH & WELFARE PROGRAM 2018 form 5500 responses |
|---|
| 2018-01-01 | Type of plan entity | Single employer plan |
| 2018-01-01 | Submission has been amended | No |
| 2018-01-01 | This submission is the final filing | No |
| 2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2018-01-01 | Plan is a collectively bargained plan | No |
| 2018-01-01 | Plan funding arrangement – Insurance | Yes |
| 2018-01-01 | Plan funding arrangement – Trust | Yes |
| 2018-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2018-01-01 | Plan benefit arrangement - Trust | Yes |
| CHOICE BUILDER (National Association of Insurance Commissioners NAIC id number: 00000 ) |
| Policy contract number | B01985 |
| Policy instance | 1 |
| Insurance contract or identification number | B01985 | | Number of Individuals Covered | 30 | | Insurance policy start date | 2019-01-01 | | Insurance policy end date | 2019-12-31 | | Total amount of commissions paid to insurance broker | USD $961 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | 0 | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | Yes | | Vision Insurance Welfare Benefit | Yes | | Life Insurance Welfare Benefit | Yes | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Welfare Benefit Premiums Paid to Carrier | USD $16,031 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | Yes | | Commission paid to Insurance Broker | USD $961 | | Insurance broker organization code? | 3 |
|
| KAISER FOUNDATION HEALTH PLAN OF HAWAII (National Association of Insurance Commissioners NAIC id number: 0000 ) |
| Policy contract number | 000347574-0000 |
| Policy instance | 2 |
| Insurance contract or identification number | 000347574-0000 | | Number of Individuals Covered | 19 | | Insurance policy start date | 2019-01-01 | | Insurance policy end date | 2019-12-31 | | Total amount of commissions paid to insurance broker | USD $8,534 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | 0 | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | Yes | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Welfare Benefit Premiums Paid to Carrier | USD $181,371 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | Yes | | Commission paid to Insurance Broker | USD $8,534 | | Insurance broker organization code? | 3 |
|
| CHOICE BUILDER (National Association of Insurance Commissioners NAIC id number: 00000 ) |
| Policy contract number | B01985 |
| Policy instance | 1 |
| Insurance contract or identification number | B01985 | | Number of Individuals Covered | 30 | | Insurance policy start date | 2018-01-01 | | Insurance policy end date | 2018-12-31 | | Total amount of commissions paid to insurance broker | USD $1,227 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | 0 | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | Yes | | Vision Insurance Welfare Benefit | Yes | | Life Insurance Welfare Benefit | Yes | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Welfare Benefit Premiums Paid to Carrier | USD $10,481 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | Yes | | Commission paid to Insurance Broker | USD $1,227 | | Insurance broker organization code? | 3 |
|
| KAISER FOUNDATION HEALTH PLAN OF HAWAII (National Association of Insurance Commissioners NAIC id number: 0000 ) |
| Policy contract number | 000347574-0000 |
| Policy instance | 2 |
| Insurance contract or identification number | 000347574-0000 | | Number of Individuals Covered | 23 | | Insurance policy start date | 2018-01-01 | | Insurance policy end date | 2018-12-31 | | Total amount of commissions paid to insurance broker | USD $8,442 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | 0 | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Welfare Benefit Premiums Paid to Carrier | USD $131,245 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | Yes | | Commission paid to Insurance Broker | USD $8,442 | | Insurance broker organization code? | 3 |
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