401k Plan data: SOUTHWEST TEXAS EQUIPMENT DISTRIBUTORS, INC. VOLUNTARY ANCILLARY BENEFITS PLAN plan

SOUTHWEST TEXAS EQUIPMENT DISTRIBUTORS, INC. VOLUNTARY ANCILLARY BENEFITS PLAN 401k Plan overview

Plan Name	SOUTHWEST TEXAS EQUIPMENT DISTRIBUTORS, INC. VOLUNTARY ANCILLARY BENEFITS PLAN
Plan identification number	503

SOUTHWEST TEXAS EQUIPMENT DISTRIBUTORS, INC. VOLUNTARY ANCILLARY BENEFITS PLAN Benefits

401k Plan Type	Welfare Benefit
Plan Features/Benefits	Life insurance Temporary disability (accident and sickness) Other welfare benefit cover

401k Sponsoring company profile

SOUTHWEST TEXAS EQUIPMENT DISTRIBUTORS, INC. has sponsored the creation of one or more 401k plans.

Company Name: SOUTHWEST TEXAS EQUIPMENT DISTRIBUTORS, INC.

Employer identification number (EIN): 742584530

NAIC Classification: 423400

Additional information about SOUTHWEST TEXAS EQUIPMENT DISTRIBUTORS, INC.

Jurisdiction of Incorporation: Texas Secretary of State

Incorporation Date: 1990-08-02

Company Identification Number: 0116212900

Legal Registered Office Address: PO BOX 10310

SAN ANTONIO
United States of America (USA)
78210

More information about SOUTHWEST TEXAS EQUIPMENT DISTRIBUTORS, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SOUTHWEST TEXAS EQUIPMENT DISTRIBUTORS, INC. VOLUNTARY ANCILLARY BENEFITS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
503 2022-06-01
503 2021-06-01
503 2020-06-01
503 2019-06-01
503 2018-06-01

Plan Statistics for SOUTHWEST TEXAS EQUIPMENT DISTRIBUTORS, INC. VOLUNTARY ANCILLARY BENEFITS PLAN

401k plan membership statisitcs for SOUTHWEST TEXAS EQUIPMENT DISTRIBUTORS, INC. VOLUNTARY ANCILLARY BENEFITS PLAN

Measure Date Value
2022: SOUTHWEST TEXAS EQUIPMENT DISTRIBUTORS, INC. VOLUNTARY ANCILLARY BENEFITS PLAN 2022 401k membership
Total participants, beginning-of-year 2022-06-01 155
Total number of active participants reported on line 7a of the Form 5500 2022-06-01 159
Total of all active and inactive participants 2022-06-01 159
Total participants 2022-06-01 159
2021: SOUTHWEST TEXAS EQUIPMENT DISTRIBUTORS, INC. VOLUNTARY ANCILLARY BENEFITS PLAN 2021 401k membership
Total participants, beginning-of-year 2021-06-01 153
Total number of active participants reported on line 7a of the Form 5500 2021-06-01 155
Total of all active and inactive participants 2021-06-01 155
Total participants 2021-06-01 155
2020: SOUTHWEST TEXAS EQUIPMENT DISTRIBUTORS, INC. VOLUNTARY ANCILLARY BENEFITS PLAN 2020 401k membership
Total participants, beginning-of-year 2020-06-01 151
Total number of active participants reported on line 7a of the Form 5500 2020-06-01 153
Total of all active and inactive participants 2020-06-01 153
Total participants 2020-06-01 153
2019: SOUTHWEST TEXAS EQUIPMENT DISTRIBUTORS, INC. VOLUNTARY ANCILLARY BENEFITS PLAN 2019 401k membership
Total participants, beginning-of-year 2019-06-01 151
Total number of active participants reported on line 7a of the Form 5500 2019-06-01 151
Total of all active and inactive participants 2019-06-01 151
Total participants 2019-06-01 151
2018: SOUTHWEST TEXAS EQUIPMENT DISTRIBUTORS, INC. VOLUNTARY ANCILLARY BENEFITS PLAN 2018 401k membership
Total participants, beginning-of-year 2018-06-01 130
Total number of active participants reported on line 7a of the Form 5500 2018-06-01 151
Total of all active and inactive participants 2018-06-01 151
Total participants 2018-06-01 151

Measure	Date	Value
2022: SOUTHWEST TEXAS EQUIPMENT DISTRIBUTORS, INC. VOLUNTARY ANCILLARY BENEFITS PLAN 2022 401k membership
Total participants, beginning-of-year	2022-06-01	155
Total number of active participants reported on line 7a of the Form 5500	2022-06-01	159
Total of all active and inactive participants	2022-06-01	159
Total participants	2022-06-01	159
2021: SOUTHWEST TEXAS EQUIPMENT DISTRIBUTORS, INC. VOLUNTARY ANCILLARY BENEFITS PLAN 2021 401k membership
Total participants, beginning-of-year	2021-06-01	153
Total number of active participants reported on line 7a of the Form 5500	2021-06-01	155
Total of all active and inactive participants	2021-06-01	155
Total participants	2021-06-01	155
2020: SOUTHWEST TEXAS EQUIPMENT DISTRIBUTORS, INC. VOLUNTARY ANCILLARY BENEFITS PLAN 2020 401k membership
Total participants, beginning-of-year	2020-06-01	151
Total number of active participants reported on line 7a of the Form 5500	2020-06-01	153
Total of all active and inactive participants	2020-06-01	153
Total participants	2020-06-01	153
2019: SOUTHWEST TEXAS EQUIPMENT DISTRIBUTORS, INC. VOLUNTARY ANCILLARY BENEFITS PLAN 2019 401k membership
Total participants, beginning-of-year	2019-06-01	151
Total number of active participants reported on line 7a of the Form 5500	2019-06-01	151
Total of all active and inactive participants	2019-06-01	151
Total participants	2019-06-01	151
2018: SOUTHWEST TEXAS EQUIPMENT DISTRIBUTORS, INC. VOLUNTARY ANCILLARY BENEFITS PLAN 2018 401k membership
Total participants, beginning-of-year	2018-06-01	130
Total number of active participants reported on line 7a of the Form 5500	2018-06-01	151
Total of all active and inactive participants	2018-06-01	151
Total participants	2018-06-01	151

Form 5500 Responses for SOUTHWEST TEXAS EQUIPMENT DISTRIBUTORS, INC. VOLUNTARY ANCILLARY BENEFITS PLAN

2022: SOUTHWEST TEXAS EQUIPMENT DISTRIBUTORS, INC. VOLUNTARY ANCILLARY BENEFITS PLAN 2022 form 5500 responses
2022-06-01	Type of plan entity	Single employer plan
2022-06-01	Submission has been amended	No
2022-06-01	This submission is the final filing	No
2022-06-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-06-01	Plan is a collectively bargained plan	No
2022-06-01	Plan funding arrangement – Insurance	Yes
2022-06-01	Plan benefit arrangement – Insurance	Yes
2021: SOUTHWEST TEXAS EQUIPMENT DISTRIBUTORS, INC. VOLUNTARY ANCILLARY BENEFITS PLAN 2021 form 5500 responses
2021-06-01	Type of plan entity	Single employer plan
2021-06-01	Submission has been amended	No
2021-06-01	This submission is the final filing	No
2021-06-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-06-01	Plan is a collectively bargained plan	No
2021-06-01	Plan funding arrangement – Insurance	Yes
2021-06-01	Plan benefit arrangement – Insurance	Yes
2020: SOUTHWEST TEXAS EQUIPMENT DISTRIBUTORS, INC. VOLUNTARY ANCILLARY BENEFITS PLAN 2020 form 5500 responses
2020-06-01	Type of plan entity	Single employer plan
2020-06-01	Submission has been amended	No
2020-06-01	This submission is the final filing	No
2020-06-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-06-01	Plan is a collectively bargained plan	No
2020-06-01	Plan funding arrangement – Insurance	Yes
2020-06-01	Plan benefit arrangement – Insurance	Yes
2019: SOUTHWEST TEXAS EQUIPMENT DISTRIBUTORS, INC. VOLUNTARY ANCILLARY BENEFITS PLAN 2019 form 5500 responses
2019-06-01	Type of plan entity	Single employer plan
2019-06-01	Submission has been amended	No
2019-06-01	This submission is the final filing	No
2019-06-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-06-01	Plan is a collectively bargained plan	No
2019-06-01	Plan funding arrangement – Insurance	Yes
2019-06-01	Plan benefit arrangement – Insurance	Yes
2018: SOUTHWEST TEXAS EQUIPMENT DISTRIBUTORS, INC. VOLUNTARY ANCILLARY BENEFITS PLAN 2018 form 5500 responses
2018-06-01	Type of plan entity	Single employer plan
2018-06-01	Submission has been amended	No
2018-06-01	This submission is the final filing	No
2018-06-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-06-01	Plan is a collectively bargained plan	No
2018-06-01	Plan funding arrangement – Insurance	Yes
2018-06-01	Plan benefit arrangement – Insurance	Yes

Insurance Providers Used on plan

COLONIAL LIFE & ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62049 )

Policy contract number

E7547672

Policy instance

Insurance contract or identification number	E7547672
Number of Individuals Covered	155
Insurance policy start date	2022-06-01
Insurance policy end date	2023-05-31
Total amount of commissions paid to insurance broker	USD $29,870
Total amount of fees paid to insurance company	USD $1,490
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	Yes
Temporary Disability Insurance Welfare Benefit	Yes
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Other welfare benefits provided	CANCER AND SPECIFIC ILLNESS
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 $222,199
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $3,328
Amount paid for insurance broker fees	103
Additional information about fees paid to insurance broker	BONUS
Insurance broker organization code?	3

COLONIAL LIFE & ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62049 )

Policy contract number

E7547672

Policy instance

Insurance contract or identification number	E7547672
Number of Individuals Covered	155
Insurance policy start date	2021-06-01
Insurance policy end date	2022-05-31
Total amount of commissions paid to insurance broker	USD $24,061
Total amount of fees paid to insurance company	USD $1,056
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	Yes
Temporary Disability Insurance Welfare Benefit	Yes
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Other welfare benefits provided	CANCER AND SPECIFIC ILLNESS
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 $184,437
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $29
Insurance broker organization code?	3
Amount paid for insurance broker fees	498
Additional information about fees paid to insurance broker	PERSISTENCY

COLONIAL LIFE & ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62049 )

Policy contract number

E7547672

Policy instance

Insurance contract or identification number	E7547672
Number of Individuals Covered	153
Insurance policy start date	2020-06-01
Insurance policy end date	2021-05-31
Total amount of commissions paid to insurance broker	USD $23,920
Total amount of fees paid to insurance company	USD $1,035
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	Yes
Temporary Disability Insurance Welfare Benefit	Yes
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Other welfare benefits provided	CANCER AND SPECIFIC ILLNESS
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 $202,734
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $129
Insurance broker organization code?	3
Amount paid for insurance broker fees	603
Additional information about fees paid to insurance broker	PERSISTENCY

COLONIAL LIFE & ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62049 )

Policy contract number

E7547672

Policy instance

Insurance contract or identification number	E7547672
Number of Individuals Covered	151
Insurance policy start date	2019-06-01
Insurance policy end date	2020-05-31
Total amount of commissions paid to insurance broker	USD $25,648
Total amount of fees paid to insurance company	USD $737
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	Yes
Temporary Disability Insurance Welfare Benefit	Yes
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Other welfare benefits provided	CANCER AND SPECIFIC ILLNESS
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 $208,552
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $1,059
Amount paid for insurance broker fees	452
Additional information about fees paid to insurance broker	PERSISTENCY
Insurance broker organization code?	3

COLONIAL LIFE & ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62049 )

Policy contract number

E7547672

Policy instance

Insurance contract or identification number	E7547672
Number of Individuals Covered	151
Insurance policy start date	2018-06-01
Insurance policy end date	2019-05-31
Total amount of commissions paid to insurance broker	USD $28,860
Total amount of fees paid to insurance company	USD $1,155
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	Yes
Temporary Disability Insurance Welfare Benefit	Yes
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Other welfare benefits provided	CANCER AND SPECIFIC ILLNESS
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 $211,689
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $10,524
Amount paid for insurance broker fees	152
Additional information about fees paid to insurance broker	PERSISTENCY
Insurance broker organization code?	3

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Company Name:	SOUTHWEST TEXAS EQUIPMENT DISTRIBUTORS, INC.
Employer identification number (EIN):	742584530
NAIC Classification:	423400

Jurisdiction of Incorporation:	Texas Secretary of State
Incorporation Date:	1990-08-02
Company Identification Number:	0116212900
Legal Registered Office Address:	PO BOX 10310 SAN ANTONIO United States of America (USA) 78210