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DEAN WORD COMPANY EMPLOYEE BENEFIT PLAN 401k Plan overview

Plan NameDEAN WORD COMPANY EMPLOYEE BENEFIT PLAN
Plan identification number 501

DEAN WORD COMPANY EMPLOYEE BENEFIT PLAN Benefits

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

401k Sponsoring company profile

DEAN WORD COMPANY LTD has sponsored the creation of one or more 401k plans.

Company Name:DEAN WORD COMPANY LTD
Employer identification number (EIN):741170827
NAIC Classification:237310
NAIC Description:Highway, Street, and Bridge Construction

Additional information about DEAN WORD COMPANY LTD

Jurisdiction of Incorporation: Texas Secretary of State
Incorporation Date: 1995-06-22
Company Identification Number: 0008180510
Legal Registered Office Address: 1245 RIVER RD

NEW BRAUNFELS
United States of America (USA)
78130

More information about DEAN WORD COMPANY LTD

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DEAN WORD COMPANY EMPLOYEE BENEFIT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5012022-01-01ANDY COTTEN2023-10-03
5012021-01-01ANDY COTTEN2022-10-17
5012020-01-01ANDY COTTEN2021-09-23
5012019-01-01ANDY COTTEN2020-10-08
5012018-01-01ANDY COTTEN2019-10-18
5012017-01-01
5012016-01-01ANDY COTTEN
5012015-01-01ANDY COTTEN
5012014-01-01
5012013-01-01
5012012-01-01ANDY COTTEN
5012011-02-01ANDY COTTEN

Plan Statistics for DEAN WORD COMPANY EMPLOYEE BENEFIT PLAN

401k plan membership statisitcs for DEAN WORD COMPANY EMPLOYEE BENEFIT PLAN

Measure Date Value
2022: DEAN WORD COMPANY EMPLOYEE BENEFIT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-0159
Total number of active participants reported on line 7a of the Form 55002022-01-0148
Total of all active and inactive participants2022-01-0148
2021: DEAN WORD COMPANY EMPLOYEE BENEFIT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-0171
Total number of active participants reported on line 7a of the Form 55002021-01-0159
Total of all active and inactive participants2021-01-0159
Total participants2021-01-0159
2020: DEAN WORD COMPANY EMPLOYEE BENEFIT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-0163
Total number of active participants reported on line 7a of the Form 55002020-01-0162
Total of all active and inactive participants2020-01-0162
Total participants2020-01-0162
2019: DEAN WORD COMPANY EMPLOYEE BENEFIT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-0171
Total number of active participants reported on line 7a of the Form 55002019-01-0163
Total of all active and inactive participants2019-01-0163
2018: DEAN WORD COMPANY EMPLOYEE BENEFIT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-0169
Total number of active participants reported on line 7a of the Form 55002018-01-0165
Total of all active and inactive participants2018-01-0165
2017: DEAN WORD COMPANY EMPLOYEE BENEFIT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-0190
Total number of active participants reported on line 7a of the Form 55002017-01-0169
Total of all active and inactive participants2017-01-0169
2016: DEAN WORD COMPANY EMPLOYEE BENEFIT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-0179
Total number of active participants reported on line 7a of the Form 55002016-01-0190
Total of all active and inactive participants2016-01-0190
2015: DEAN WORD COMPANY EMPLOYEE BENEFIT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-0162
Total number of active participants reported on line 7a of the Form 55002015-01-0179
Total of all active and inactive participants2015-01-0179
2014: DEAN WORD COMPANY EMPLOYEE BENEFIT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0163
Total number of active participants reported on line 7a of the Form 55002014-01-0162
Total of all active and inactive participants2014-01-0162
2013: DEAN WORD COMPANY EMPLOYEE BENEFIT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0188
Total number of active participants reported on line 7a of the Form 55002013-01-0163
Total of all active and inactive participants2013-01-0163
2012: DEAN WORD COMPANY EMPLOYEE BENEFIT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0193
Total number of active participants reported on line 7a of the Form 55002012-01-0188
Total of all active and inactive participants2012-01-0188
2011: DEAN WORD COMPANY EMPLOYEE BENEFIT PLAN 2011 401k membership
Total participants, beginning-of-year2011-02-010
Total number of active participants reported on line 7a of the Form 55002011-02-0193
Total of all active and inactive participants2011-02-0193

Financial Data on DEAN WORD COMPANY EMPLOYEE BENEFIT PLAN

Measure Date Value
2022 : DEAN WORD COMPANY EMPLOYEE BENEFIT PLAN 2022 401k financial data
Total plan liabilities at end of year2022-12-31$163,126
Total plan liabilities at beginning of year2022-12-31$436,746
Total income from all sources2022-12-31$665,402
Expenses. Total of all expenses incurred2022-12-31$391,782
Benefits paid (including direct rollovers)2022-12-31$353,371
Total contributions received or receivable from participants2022-12-31$183,288
Net income (gross income less expenses)2022-12-31$273,620
Net plan assets at end of year (total assets less liabilities)2022-12-31$-163,126
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$-436,746
Total contributions received or receivable from employer(s)2022-12-31$482,114
Expenses. Administrative service providers (salaries,fees and commissions)2022-12-31$38,411
2021 : DEAN WORD COMPANY EMPLOYEE BENEFIT PLAN 2021 401k financial data
Total plan liabilities at end of year2021-12-31$436,746
Total plan liabilities at beginning of year2021-12-31$421,342
Total income from all sources2021-12-31$1,038,473
Expenses. Total of all expenses incurred2021-12-31$1,053,877
Benefits paid (including direct rollovers)2021-12-31$1,018,217
Total contributions received or receivable from participants2021-12-31$151,680
Net income (gross income less expenses)2021-12-31$-15,404
Net plan assets at end of year (total assets less liabilities)2021-12-31$-436,746
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$-421,342
Total contributions received or receivable from employer(s)2021-12-31$886,793
Expenses. Administrative service providers (salaries,fees and commissions)2021-12-31$35,660
2020 : DEAN WORD COMPANY EMPLOYEE BENEFIT PLAN 2020 401k financial data
Total plan liabilities at end of year2020-12-31$421,342
Total plan liabilities at beginning of year2020-12-31$292,894
Total income from all sources2020-12-31$718,828
Expenses. Total of all expenses incurred2020-12-31$847,276
Benefits paid (including direct rollovers)2020-12-31$809,695
Total contributions received or receivable from participants2020-12-31$222,457
Net income (gross income less expenses)2020-12-31$-128,448
Net plan assets at end of year (total assets less liabilities)2020-12-31$-421,342
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$-292,894
Total contributions received or receivable from employer(s)2020-12-31$496,371
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$37,581
2019 : DEAN WORD COMPANY EMPLOYEE BENEFIT PLAN 2019 401k financial data
Total plan liabilities at end of year2019-12-31$292,894
Total plan liabilities at beginning of year2019-12-31$154,469
Total income from all sources2019-12-31$579,534
Expenses. Total of all expenses incurred2019-12-31$717,959
Benefits paid (including direct rollovers)2019-12-31$681,279
Total contributions received or receivable from participants2019-12-31$233,054
Net income (gross income less expenses)2019-12-31$-138,425
Net plan assets at end of year (total assets less liabilities)2019-12-31$-292,894
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$-154,469
Total contributions received or receivable from employer(s)2019-12-31$346,480
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$36,680
2018 : DEAN WORD COMPANY EMPLOYEE BENEFIT PLAN 2018 401k financial data
Total plan liabilities at end of year2018-12-31$154,469
Total plan liabilities at beginning of year2018-12-31$182,251
Total income from all sources2018-12-31$563,703
Expenses. Total of all expenses incurred2018-12-31$535,921
Benefits paid (including direct rollovers)2018-12-31$482,645
Total contributions received or receivable from participants2018-12-31$218,933
Net income (gross income less expenses)2018-12-31$27,782
Net plan assets at end of year (total assets less liabilities)2018-12-31$-154,469
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$-182,251
Total contributions received or receivable from employer(s)2018-12-31$344,770
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$53,276
2017 : DEAN WORD COMPANY EMPLOYEE BENEFIT PLAN 2017 401k financial data
Total plan liabilities at end of year2017-12-31$182,251
Total plan liabilities at beginning of year2017-12-31$230,058
Total income from all sources2017-12-31$636,459
Expenses. Total of all expenses incurred2017-12-31$588,652
Benefits paid (including direct rollovers)2017-12-31$449,780
Total contributions received or receivable from participants2017-12-31$230,714
Net income (gross income less expenses)2017-12-31$47,807
Net plan assets at end of year (total assets less liabilities)2017-12-31$-182,251
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$-230,058
Total contributions received or receivable from employer(s)2017-12-31$405,745
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$138,872
2016 : DEAN WORD COMPANY EMPLOYEE BENEFIT PLAN 2016 401k financial data
Total plan liabilities at end of year2016-12-31$230,058
Total plan liabilities at beginning of year2016-12-31$133,343
Total income from all sources2016-12-31$715,104
Expenses. Total of all expenses incurred2016-12-31$811,819
Benefits paid (including direct rollovers)2016-12-31$365,385
Total contributions received or receivable from participants2016-12-31$270,335
Net income (gross income less expenses)2016-12-31$-96,715
Net plan assets at end of year (total assets less liabilities)2016-12-31$-230,058
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$-133,343
Total contributions received or receivable from employer(s)2016-12-31$444,769
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$446,434
2015 : DEAN WORD COMPANY EMPLOYEE BENEFIT PLAN 2015 401k financial data
Total plan liabilities at end of year2015-12-31$133,343
Total plan liabilities at beginning of year2015-12-31$88,538
Total income from all sources2015-12-31$922,589
Expenses. Total of all expenses incurred2015-12-31$967,394
Benefits paid (including direct rollovers)2015-12-31$623,694
Total contributions received or receivable from participants2015-12-31$194,399
Net income (gross income less expenses)2015-12-31$-44,805
Net plan assets at end of year (total assets less liabilities)2015-12-31$-133,343
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$-88,538
Total contributions received or receivable from employer(s)2015-12-31$728,190
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$343,700
2014 : DEAN WORD COMPANY EMPLOYEE BENEFIT PLAN 2014 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$88,538
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$109,885
Total income from all sources (including contributions)2014-12-31$654,627
Total of all expenses incurred2014-12-31$636,050
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$327,142
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$654,627
Value of total assets at end of year2014-12-31$0
Value of total assets at beginning of year2014-12-31$2,770
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$308,908
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 bond2014-12-31No
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$32,846
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$18,577
Value of net assets at end of year (total assets less liabilities)2014-12-31$-88,538
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$-107,115
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
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$2,770
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$2,770
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$621,781
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$327,142
Contract administrator fees2014-12-31$308,908
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31No
Liabilities. Value of benefit claims payable at end of year2014-12-31$88,538
Liabilities. Value of benefit claims payable at beginning of year2014-12-31$109,885
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 name2014-12-31AKIN, DOHERTY, KLEIN & FEUGE, PC
Accountancy firm EIN2014-12-31742606559
2013 : DEAN WORD COMPANY EMPLOYEE BENEFIT PLAN 2013 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$109,885
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$70,867
Total income from all sources (including contributions)2013-12-31$712,539
Total of all expenses incurred2013-12-31$758,251
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$403,132
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$712,539
Value of total assets at end of year2013-12-31$2,770
Value of total assets at beginning of year2013-12-31$9,464
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$355,119
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 bond2013-12-31No
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$135,727
Participant contributions at beginning of year2013-12-31$4,490
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$-45,712
Value of net assets at end of year (total assets less liabilities)2013-12-31$-107,115
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$-61,403
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
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$2,770
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$4,974
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$4,974
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$576,812
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$403,132
Contract administrator fees2013-12-31$355,119
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
Liabilities. Value of benefit claims payable at end of year2013-12-31$109,885
Liabilities. Value of benefit claims payable at beginning of year2013-12-31$70,867
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 name2013-12-31AKIN, DOHERTY, KLEIN & FEUGE, PC
Accountancy firm EIN2013-12-31742606559
2012 : DEAN WORD COMPANY EMPLOYEE BENEFIT PLAN 2012 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$70,867
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$149,133
Total income from all sources (including contributions)2012-12-31$545,654
Total of all expenses incurred2012-12-31$458,669
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$221,500
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$545,654
Value of total assets at end of year2012-12-31$9,464
Value of total assets at beginning of year2012-12-31$745
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$237,169
Total interest from all sources2012-12-31$0
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 bond2012-12-31No
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$131,232
Participant contributions at end of year2012-12-31$4,490
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$86,985
Value of net assets at end of year (total assets less liabilities)2012-12-31$-61,403
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$-148,388
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
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$4,974
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$745
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$745
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$0
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$414,422
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$221,500
Contract administrator fees2012-12-31$237,169
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
Liabilities. Value of benefit claims payable at end of year2012-12-31$70,867
Liabilities. Value of benefit claims payable at beginning of year2012-12-31$149,133
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 name2012-12-31AKIN, DOHERTY, KLEIN & FEUGE, PC
Accountancy firm EIN2012-12-31742606559
2011 : DEAN WORD COMPANY EMPLOYEE BENEFIT PLAN 2011 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$149,133
Total income from all sources (including contributions)2011-12-31$469,947
Total of all expenses incurred2011-12-31$618,335
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$588,389
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$469,941
Value of total assets at end of year2011-12-31$745
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$29,946
Total interest from all sources2011-12-31$6
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 bond2011-12-31No
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$128,535
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-148,388
Value of net assets at end of year (total assets less liabilities)2011-12-31$-148,388
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
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$745
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$6
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$341,406
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$588,389
Contract administrator fees2011-12-31$29,946
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
Liabilities. Value of benefit claims payable at end of year2011-12-31$149,133
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 name2011-12-31AKIN, DOHERTY, KLEIN & FEUGE, P.C.
Accountancy firm EIN2011-12-31742606559

Form 5500 Responses for DEAN WORD COMPANY EMPLOYEE BENEFIT PLAN

2022: DEAN WORD COMPANY EMPLOYEE BENEFIT PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – General assets of the sponsorYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement – General assets of the sponsorYes
2021: DEAN WORD COMPANY EMPLOYEE BENEFIT PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – General assets of the sponsorYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement – General assets of the sponsorYes
2020: DEAN WORD COMPANY EMPLOYEE BENEFIT PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – General assets of the sponsorYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement – General assets of the sponsorYes
2019: DEAN WORD COMPANY EMPLOYEE BENEFIT PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – General assets of the sponsorYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement – General assets of the sponsorYes
2018: DEAN WORD COMPANY EMPLOYEE BENEFIT PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – General assets of the sponsorYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement – General assets of the sponsorYes
2017: DEAN WORD COMPANY EMPLOYEE BENEFIT PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – General assets of the sponsorYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement – General assets of the sponsorYes
2016: DEAN WORD COMPANY EMPLOYEE BENEFIT PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – General assets of the sponsorYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement – General assets of the sponsorYes
2015: DEAN WORD COMPANY EMPLOYEE BENEFIT PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – General assets of the sponsorYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement – General assets of the sponsorYes
2014: DEAN WORD COMPANY EMPLOYEE BENEFIT 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: DEAN WORD COMPANY EMPLOYEE BENEFIT 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: DEAN WORD COMPANY EMPLOYEE BENEFIT 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: DEAN WORD COMPANY EMPLOYEE BENEFIT PLAN 2011 form 5500 responses
2011-02-01Type of plan entitySingle employer plan
2011-02-01First time form 5500 has been submittedYes
2011-02-01This return/report is a short plan year return/report (less than 12 months)Yes
2011-02-01Plan funding arrangement – InsuranceYes
2011-02-01Plan funding arrangement – TrustYes
2011-02-01Plan benefit arrangement – InsuranceYes
2011-02-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number5933600
Policy instance 3
Insurance contract or identification number5933600
Number of Individuals Covered173
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $4,305
Total amount of fees paid to insurance companyUSD $1,243
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitYes
Life Insurance Welfare BenefitYes
Other welfare benefits providedADD
Welfare Benefit Premiums Paid to CarrierUSD $42,363
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $4,305
Amount paid for insurance broker fees1243
Additional information about fees paid to insurance brokerADMINISTRATIVE FEES
Insurance broker organization code?3
HCC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 92711 )
Policy contract numberHCL31619
Policy instance 2
Insurance contract or identification numberHCL31619
Number of Individuals Covered48
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $2,379
Total amount of fees paid to insurance companyUSD $30,459
Welfare Benefit Premiums Paid to CarrierUSD $318,651
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees16594
Additional information about fees paid to insurance brokerADMINISTRATIVE FEES
Insurance broker organization code?3
Commission paid to Insurance BrokerUSD $2,379
HCC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 92711 )
Policy contract numberHCCLOT40459
Policy instance 1
Insurance contract or identification numberHCCLOT40459
Number of Individuals Covered48
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Other welfare benefits providedORGAN AND TISSUE TRANSPLANT
Welfare Benefit Premiums Paid to CarrierUSD $7,037
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 numberHCL31619
Policy instance 2
Insurance contract or identification numberHCL31619
Number of Individuals Covered59
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $17,245
Total amount of fees paid to insurance companyUSD $18,415
Welfare Benefit Premiums Paid to CarrierUSD $322,140
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $17,245
Insurance broker organization code?3
Amount paid for insurance broker fees11021
HCC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 92711 )
Policy contract numberHCCLOT40459
Policy instance 1
Insurance contract or identification numberHCCLOT40459
Number of Individuals Covered59
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Other welfare benefits providedORGAN AND TISSUE TRANSPLANT
Welfare Benefit Premiums Paid to CarrierUSD $6,888
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 numberHCL31619
Policy instance 2
Insurance contract or identification numberHCL31619
Number of Individuals Covered62
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $37,580
Welfare Benefit Premiums Paid to CarrierUSD $272,950
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees19062
Additional information about fees paid to insurance brokerADMINISTRATIVE FEES
Insurance broker organization code?3
HCC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 92711 )
Policy contract numberHCCLOT40459
Policy instance 1
Insurance contract or identification numberHCCLOT40459
Number of Individuals Covered62
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Other welfare benefits providedORGAN AND TISSUE TRANSPLANT
Welfare Benefit Premiums Paid to CarrierUSD $6,674
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 numberHCL31619
Policy instance 2
Insurance contract or identification numberHCL31619
Number of Individuals Covered55
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Welfare Benefit Premiums Paid to CarrierUSD $288,285
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 numberHCCLOT40459
Policy instance 1
Insurance contract or identification numberHCCLOT40459
Number of Individuals Covered55
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $736
Total amount of fees paid to insurance companyUSD $0
Other welfare benefits providedTRANSPLANT
Welfare Benefit Premiums Paid to CarrierUSD $7,363
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $736
Insurance broker organization code?3
HCC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 92711 )
Policy contract numberHCL31619
Policy instance 1
Insurance contract or identification numberHCL31619
Number of Individuals Covered66
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Welfare Benefit Premiums Paid to CarrierUSD $341,206
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NATIONAL UNION (National Association of Insurance Commissioners NAIC id number: 19445 )
Policy contract number947-6309
Policy instance 2
Insurance contract or identification number947-6309
Number of Individuals Covered60
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $722
Total amount of fees paid to insurance companyUSD $0
Other welfare benefits providedTRANSPLANT
Welfare Benefit Premiums Paid to CarrierUSD $7,219
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $722
Amount paid for insurance broker fees0
Insurance broker organization code?3
HCC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 92711 )
Policy contract numberHCL31619
Policy instance 2
Insurance contract or identification numberHCL31619
Number of Individuals Covered69
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Welfare Benefit Premiums Paid to CarrierUSD $341,207
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NATIONAL UNION (National Association of Insurance Commissioners NAIC id number: 19445 )
Policy contract number947-0650
Policy instance 1
Insurance contract or identification number947-0650
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Other welfare benefits providedTRANSPLANT
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 nameGPA
NATIONAL UNION (National Association of Insurance Commissioners NAIC id number: 19445 )
Policy contract number947-0650
Policy instance 1
Insurance contract or identification number947-0650
Number of Individuals Covered73
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $818
Total amount of fees paid to insurance companyUSD $0
Other welfare benefits providedTRANSPLANT
Welfare Benefit Premiums Paid to CarrierUSD $8,185
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $818
Insurance broker organization code?3
Insurance broker nameGPA
HCC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 92711 )
Policy contract numberHCL31619
Policy instance 2
Insurance contract or identification numberHCL31619
Number of Individuals Covered72
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Welfare Benefit Premiums Paid to CarrierUSD $288,791
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NATIONAL UNION (National Association of Insurance Commissioners NAIC id number: 19445 )
Policy contract number949-3942
Policy instance 1
Insurance contract or identification number949-3942
Number of Individuals Covered58
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $7,638
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
Welfare Benefit Premiums Paid to CarrierUSD $236,995
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $7,638
Insurance broker nameGPA
NATIONAL UNION (National Association of Insurance Commissioners NAIC id number: 19445 )
Policy contract number949-3942
Policy instance 1
Insurance contract or identification number949-3942
Number of Individuals Covered63
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
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
Welfare Benefit Premiums Paid to CarrierUSD $306,767
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 )
Policy contract number221549
Policy instance 1
Insurance contract or identification number221549
Number of Individuals Covered69
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
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
Welfare Benefit Premiums Paid to CarrierUSD $178,670
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees0
Insurance broker name
ACBG RISK RETENTION GROUP, LLC (National Association of Insurance Commissioners NAIC id number: 12557 )
Policy contract numberCI-008-11
Policy instance 1
Insurance contract or identification numberCI-008-11
Number of Individuals Covered61
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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