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FREEPORT WELDING & FABRICATING INC EMPLOYEE BENEFIT PLAN TRUST 401k Plan overview

Plan NameFREEPORT WELDING & FABRICATING INC EMPLOYEE BENEFIT PLAN TRUST
Plan identification number 501

FREEPORT WELDING & FABRICATING INC EMPLOYEE BENEFIT PLAN TRUST Benefits

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

401k Sponsoring company profile

FREEPORT WELDING & FABRICATING,INC has sponsored the creation of one or more 401k plans.

Company Name:FREEPORT WELDING & FABRICATING,INC
Employer identification number (EIN):741658530
NAIC Classification:332300

Form 5500 Filing Information

Submission information for form 5500 for 401k plan FREEPORT WELDING & FABRICATING INC EMPLOYEE BENEFIT PLAN TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5012020-01-01
5012019-01-01
5012017-01-01RHONDA SOLLOCK
5012016-01-01RHONDA SOLLOCK
5012016-01-01
5012016-01-01
5012015-01-01ROY YATES
5012014-01-01ROY YATES
5012013-01-01ROY YATES
5012012-01-01ROY YATES
5012011-01-01ROY YATES
5012009-01-01ROY YATES

Plan Statistics for FREEPORT WELDING & FABRICATING INC EMPLOYEE BENEFIT PLAN TRUST

401k plan membership statisitcs for FREEPORT WELDING & FABRICATING INC EMPLOYEE BENEFIT PLAN TRUST

Measure Date Value
2020: FREEPORT WELDING & FABRICATING INC EMPLOYEE BENEFIT PLAN TRUST 2020 401k membership
Total participants, beginning-of-year2020-01-01181
Total number of active participants reported on line 7a of the Form 55002020-01-0166
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 participants2020-01-0166
2019: FREEPORT WELDING & FABRICATING INC EMPLOYEE BENEFIT PLAN TRUST 2019 401k membership
Total participants, beginning-of-year2019-01-01117
Total number of active participants reported on line 7a of the Form 55002019-01-01181
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 participants2019-01-01181
2017: FREEPORT WELDING & FABRICATING INC EMPLOYEE BENEFIT PLAN TRUST 2017 401k membership
Total participants, beginning-of-year2017-01-01208
Total number of active participants reported on line 7a of the Form 55002017-01-0182
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 participants2017-01-0182
2016: FREEPORT WELDING & FABRICATING INC EMPLOYEE BENEFIT PLAN TRUST 2016 401k membership
Total participants, beginning-of-year2016-01-01101
Total number of active participants reported on line 7a of the Form 55002016-01-01208
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 participants2016-01-01208
2015: FREEPORT WELDING & FABRICATING INC EMPLOYEE BENEFIT PLAN TRUST 2015 401k membership
Total participants, beginning-of-year2015-01-01153
Total number of active participants reported on line 7a of the Form 55002015-01-01101
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 participants2015-01-01101
2014: FREEPORT WELDING & FABRICATING INC EMPLOYEE BENEFIT PLAN TRUST 2014 401k membership
Total participants, beginning-of-year2014-01-01121
Total number of active participants reported on line 7a of the Form 55002014-01-01153
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 participants2014-01-01153
2013: FREEPORT WELDING & FABRICATING INC EMPLOYEE BENEFIT PLAN TRUST 2013 401k membership
Total participants, beginning-of-year2013-01-01135
Total number of active participants reported on line 7a of the Form 55002013-01-01120
Total of all active and inactive participants2013-01-01120
Total participants2013-01-01120
2012: FREEPORT WELDING & FABRICATING INC EMPLOYEE BENEFIT PLAN TRUST 2012 401k membership
Total participants, beginning-of-year2012-01-01104
Total number of active participants reported on line 7a of the Form 55002012-01-01129
Total of all active and inactive participants2012-01-01129
2011: FREEPORT WELDING & FABRICATING INC EMPLOYEE BENEFIT PLAN TRUST 2011 401k membership
Total participants, beginning-of-year2011-01-0185
Total number of active participants reported on line 7a of the Form 55002011-01-0189
Total of all active and inactive participants2011-01-0189
2009: FREEPORT WELDING & FABRICATING INC EMPLOYEE BENEFIT PLAN TRUST 2009 401k membership
Total participants, beginning-of-year2009-01-01116
Total number of active participants reported on line 7a of the Form 55002009-01-01121
Total of all active and inactive participants2009-01-01121

Financial Data on FREEPORT WELDING & FABRICATING INC EMPLOYEE BENEFIT PLAN TRUST

Measure Date Value
2016 : FREEPORT WELDING & FABRICATING INC EMPLOYEE BENEFIT PLAN TRUST 2016 401k financial data
Total plan liabilities at beginning of year2016-08-31$57,984
Total income from all sources2016-08-31$37,322
Expenses. Total of all expenses incurred2016-08-31$9,071
Total plan assets at end of year2016-08-31$0
Total plan assets at beginning of year2016-08-31$29,733
Total contributions received or receivable from participants2016-08-31$3,522
Expenses. Other expenses not covered elsewhere2016-08-31$9,071
Net income (gross income less expenses)2016-08-31$28,251
Net plan assets at end of year (total assets less liabilities)2016-08-31$0
Net plan assets at beginning of year (total assets less liabilities)2016-08-31$-28,251
Total contributions received or receivable from employer(s)2016-08-31$33,800
2015 : FREEPORT WELDING & FABRICATING INC EMPLOYEE BENEFIT PLAN TRUST 2015 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$57,984
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$219,721
Total income from all sources (including contributions)2015-12-31$1,595,546
Total of all expenses incurred2015-12-31$1,433,314
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,330,826
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,595,546
Value of total assets at end of year2015-12-31$29,733
Value of total assets at beginning of year2015-12-31$29,238
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$102,488
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2015-12-31$0
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,000,000
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$318,922
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2015-12-31$1,330,826
Administrative expenses (other) incurred2015-12-31$102,488
Total non interest bearing cash at end of year2015-12-31$29,733
Total non interest bearing cash at beginning of year2015-12-31$29,238
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$162,232
Value of net assets at end of year (total assets less liabilities)2015-12-31$-28,251
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$-190,483
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
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$1,276,624
Liabilities. Value of benefit claims payable at end of year2015-12-31$57,984
Liabilities. Value of benefit claims payable at beginning of year2015-12-31$219,721
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 name2015-12-31MOORE, REICHL & BAKER, P.C.
Accountancy firm EIN2015-12-31760520230
2014 : FREEPORT WELDING & FABRICATING INC EMPLOYEE BENEFIT PLAN TRUST 2014 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$219,721
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$402,292
Total income from all sources (including contributions)2014-12-31$1,519,005
Total of all expenses incurred2014-12-31$1,319,256
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$1,201,562
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,519,005
Value of total assets at end of year2014-12-31$29,238
Value of total assets at beginning of year2014-12-31$12,060
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$117,694
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$1,000,000
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$339,947
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2014-12-31$1,201,562
Administrative expenses (other) incurred2014-12-31$117,694
Total non interest bearing cash at end of year2014-12-31$29,238
Total non interest bearing cash at beginning of year2014-12-31$12,060
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$199,749
Value of net assets at end of year (total assets less liabilities)2014-12-31$-190,483
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$-390,232
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
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$1,179,058
Liabilities. Value of benefit claims payable at end of year2014-12-31$219,721
Liabilities. Value of benefit claims payable at beginning of year2014-12-31$402,292
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 name2014-12-31MOORE, REICHL & BAKER, P.C.
Accountancy firm EIN2014-12-31760520230
2013 : FREEPORT WELDING & FABRICATING INC EMPLOYEE BENEFIT PLAN TRUST 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$402,292
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$203,870
Total income from all sources (including contributions)2013-12-31$1,959,339
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$2,148,440
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$2,060,291
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,959,339
Value of total assets at end of year2013-12-31$12,060
Value of total assets at beginning of year2013-12-31$2,739
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$88,149
Total interest from all sources2013-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
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$1,000,000
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$315,890
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2013-12-31$2,060,291
Administrative expenses (other) incurred2013-12-31$88,149
Total non interest bearing cash at end of year2013-12-31$12,060
Total non interest bearing cash at beginning of year2013-12-31$2,739
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$-189,101
Value of net assets at end of year (total assets less liabilities)2013-12-31$-390,232
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$-201,131
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
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$1,643,449
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$402,292
Liabilities. Value of benefit claims payable at beginning of year2013-12-31$203,870
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 name2013-12-31MOORE, REICHL & BAKER, P.C.
Accountancy firm EIN2013-12-31760520230
2012 : FREEPORT WELDING & FABRICATING INC EMPLOYEE BENEFIT PLAN TRUST 2012 401k financial data
Total income from all sources2012-12-31$1,540,052
Expenses. Total of all expenses incurred2012-12-31$1,540,791
Benefits paid (including direct rollovers)2012-12-31$1,460,783
Total plan assets at end of year2012-12-31$2,739
Total plan assets at beginning of year2012-12-31$3,478
Value of fidelity bond covering the plan2012-12-31$200,000
Total contributions received or receivable from participants2012-12-31$162,988
Expenses. Other expenses not covered elsewhere2012-12-31$80,008
Net income (gross income less expenses)2012-12-31$-739
Net plan assets at end of year (total assets less liabilities)2012-12-31$2,739
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$3,478
Total contributions received or receivable from employer(s)2012-12-31$1,377,064
2011 : FREEPORT WELDING & FABRICATING INC EMPLOYEE BENEFIT PLAN TRUST 2011 401k financial data
Total income from all sources2011-12-31$935,345
Expenses. Total of all expenses incurred2011-12-31$940,153
Benefits paid (including direct rollovers)2011-12-31$877,138
Total plan assets at end of year2011-12-31$3,478
Total plan assets at beginning of year2011-12-31$8,286
Value of fidelity bond covering the plan2011-12-31$200,000
Total contributions received or receivable from participants2011-12-31$185,118
Expenses. Other expenses not covered elsewhere2011-12-31$63,015
Net income (gross income less expenses)2011-12-31$-4,808
Net plan assets at end of year (total assets less liabilities)2011-12-31$3,478
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$8,286
Total contributions received or receivable from employer(s)2011-12-31$750,227
2010 : FREEPORT WELDING & FABRICATING INC EMPLOYEE BENEFIT PLAN TRUST 2010 401k financial data
Total plan liabilities at beginning of year2010-12-31$160,932
Total income from all sources2010-12-31$1,675,230
Expenses. Total of all expenses incurred2010-12-31$1,506,012
Benefits paid (including direct rollovers)2010-12-31$1,473,587
Total plan assets at end of year2010-12-31$8,286
Value of fidelity bond covering the plan2010-12-31$1,000,000
Expenses. Other expenses not covered elsewhere2010-12-31$32,425
Net income (gross income less expenses)2010-12-31$169,218
Net plan assets at end of year (total assets less liabilities)2010-12-31$8,286
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$-160,932
Total contributions received or receivable from employer(s)2010-12-31$1,675,230

Form 5500 Responses for FREEPORT WELDING & FABRICATING INC EMPLOYEE BENEFIT PLAN TRUST

2020: FREEPORT WELDING & FABRICATING INC EMPLOYEE BENEFIT PLAN TRUST 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan benefit arrangement – InsuranceYes
2019: FREEPORT WELDING & FABRICATING INC EMPLOYEE BENEFIT PLAN TRUST 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan benefit arrangement – InsuranceYes
2017: FREEPORT WELDING & FABRICATING INC EMPLOYEE BENEFIT PLAN TRUST 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan benefit arrangement – InsuranceYes
2016: FREEPORT WELDING & FABRICATING INC EMPLOYEE BENEFIT PLAN TRUST 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedYes
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: FREEPORT WELDING & FABRICATING INC EMPLOYEE BENEFIT PLAN TRUST 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: FREEPORT WELDING & FABRICATING INC EMPLOYEE BENEFIT PLAN TRUST 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: FREEPORT WELDING & FABRICATING INC EMPLOYEE BENEFIT PLAN TRUST 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: FREEPORT WELDING & FABRICATING INC EMPLOYEE BENEFIT PLAN TRUST 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: FREEPORT WELDING & FABRICATING INC EMPLOYEE BENEFIT PLAN TRUST 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: FREEPORT WELDING & FABRICATING INC EMPLOYEE BENEFIT PLAN TRUST 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

BLUECROSS BLUESHIELD OF TEXAS (National Association of Insurance Commissioners NAIC id number: 70670 )
Policy contract number280489
Policy instance 1
Insurance contract or identification number280489
Number of Individuals Covered155
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $34,800
Total amount of fees paid to insurance companyUSD $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 planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitYes
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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 CarrierUSD $1,466,856
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $34,800
Insurance broker organization code?3
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number1087429
Policy instance 2
Insurance contract or identification number1087429
Number of Individuals Covered201
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $8,569
Total amount of fees paid to insurance companyUSD $3,205
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitNo
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitYes
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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 CarrierUSD $75,181
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $8,569
Insurance broker organization code?3
Amount paid for insurance broker fees3205
Additional information about fees paid to insurance brokerBROKER BONUS
CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES (National Association of Insurance Commissioners NAIC id number: 67369 )
Policy contract number00617688
Policy instance 1
Insurance contract or identification number00617688
Number of Individuals Covered255
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $68,032
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitYes
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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 CarrierUSD $1,700,791
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees68032
Additional information about fees paid to insurance brokerBENEFIT ADVISOR FEES
Insurance broker organization code?3
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number1087429
Policy instance 2
Insurance contract or identification number1087429
Number of Individuals Covered373
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $10,328
Total amount of fees paid to insurance companyUSD $1,252
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitNo
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitYes
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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 CarrierUSD $94,663
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $10,328
Insurance broker organization code?3
Amount paid for insurance broker fees1252
Additional information about fees paid to insurance brokerBROKER BONUS
CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES (National Association of Insurance Commissioners NAIC id number: 67369 )
Policy contract number00617688
Policy instance 1
Insurance contract or identification number00617688
Number of Individuals Covered129
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 $47,422
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitYes
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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 CarrierUSD $948,391
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees47422
Additional information about fees paid to insurance brokerBENEFIT ADVISOR FEES
Insurance broker organization code?3
Insurance broker nameBROWN & BROWN LONE STAR INSURANCE S
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 )
Policy contract number00522399
Policy instance 2
Insurance contract or identification number00522399
Number of Individuals Covered82
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $6,437
Total amount of fees paid to insurance companyUSD $1,654
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitNo
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitYes
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedAD&D
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 CarrierUSD $62,332
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $6,373
Amount paid for insurance broker fees1654
Additional information about fees paid to insurance brokerFEES
Insurance broker organization code?3
Insurance broker nameWEALTH DESIGN GROUP, LLC
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number000010003233
Policy instance 1
Insurance contract or identification number000010003233
Number of Individuals Covered132
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $1,248
Total amount of fees paid to insurance companyUSD $83
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $4,991
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,248
Amount paid for insurance broker fees83
Additional information about fees paid to insurance brokerBROKER BONUS
Insurance broker organization code?3
Insurance broker nameENTRUST AGENCIES INC
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number000010003233
Policy instance 1
Insurance contract or identification number000010003233
Number of Individuals Covered104
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $1,034
Total amount of fees paid to insurance companyUSD $81
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $4,137
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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