?>
Logo

BRUCKNER TRUCK SALES HEALTH BENEFIT PLAN 401k Plan overview

Plan NameBRUCKNER TRUCK SALES HEALTH BENEFIT PLAN
Plan identification number 501

BRUCKNER TRUCK SALES HEALTH BENEFIT PLAN Benefits

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

401k Sponsoring company profile

BRUCKNER TRUCK SALES, INC. has sponsored the creation of one or more 401k plans.

Company Name:BRUCKNER TRUCK SALES, INC.
Employer identification number (EIN):750972825
NAIC Classification:441228
NAIC Description:Motorcycle, ATV, and All Other Motor Vehicle Dealers

Additional information about BRUCKNER TRUCK SALES, INC.

Jurisdiction of Incorporation: Texas Secretary of State
Incorporation Date: 1957-09-04
Company Identification Number: 0014182500
Legal Registered Office Address: 9471 E INTERSTATE 40

AMARILLO
United States of America (USA)
79118

More information about BRUCKNER TRUCK SALES, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BRUCKNER TRUCK SALES HEALTH BENEFIT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5012022-01-01
5012021-01-01
5012020-01-01
5012018-01-01
5012017-01-01JAMES MOODY
5012016-01-01WESLEY LAWHORN
5012015-01-01WESLEY LAWHORN
5012013-01-01WESLEY LAWHORN
5012012-01-01WESLEY LAWHORN
5012011-01-01WESLEY LAWHORN
5012010-02-01WESLEY LAWHORN
5012009-02-01PAT FROST

Plan Statistics for BRUCKNER TRUCK SALES HEALTH BENEFIT PLAN

401k plan membership statisitcs for BRUCKNER TRUCK SALES HEALTH BENEFIT PLAN

Measure Date Value
2022: BRUCKNER TRUCK SALES HEALTH BENEFIT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-011,070
Total number of active participants reported on line 7a of the Form 55002022-01-011,149
Total of all active and inactive participants2022-01-011,149
2021: BRUCKNER TRUCK SALES HEALTH BENEFIT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01937
Total number of active participants reported on line 7a of the Form 55002021-01-011,053
Total of all active and inactive participants2021-01-011,053
2020: BRUCKNER TRUCK SALES HEALTH BENEFIT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01880
Total number of active participants reported on line 7a of the Form 55002020-01-01867
Total of all active and inactive participants2020-01-01867
2018: BRUCKNER TRUCK SALES HEALTH BENEFIT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01799
Total number of active participants reported on line 7a of the Form 55002018-01-01829
Total of all active and inactive participants2018-01-01829
2017: BRUCKNER TRUCK SALES HEALTH BENEFIT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01788
Total number of active participants reported on line 7a of the Form 55002017-01-01798
Total of all active and inactive participants2017-01-01798
Total participants2017-01-01798
2016: BRUCKNER TRUCK SALES HEALTH BENEFIT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01734
Total number of active participants reported on line 7a of the Form 55002016-01-01785
Total of all active and inactive participants2016-01-01785
Total participants2016-01-01785
2015: BRUCKNER TRUCK SALES HEALTH BENEFIT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01620
Total number of active participants reported on line 7a of the Form 55002015-01-01720
Total of all active and inactive participants2015-01-01720
Total participants2015-01-01720
2013: BRUCKNER TRUCK SALES HEALTH BENEFIT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01567
Total number of active participants reported on line 7a of the Form 55002013-01-01579
Total of all active and inactive participants2013-01-01579
Total participants2013-01-01579
2012: BRUCKNER TRUCK SALES HEALTH BENEFIT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01510
Total number of active participants reported on line 7a of the Form 55002012-01-01567
Total of all active and inactive participants2012-01-01567
2011: BRUCKNER TRUCK SALES HEALTH BENEFIT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01457
Total number of active participants reported on line 7a of the Form 55002011-01-01510
Total of all active and inactive participants2011-01-01510
2010: BRUCKNER TRUCK SALES HEALTH BENEFIT PLAN 2010 401k membership
Total participants, beginning-of-year2010-02-01438
Total number of active participants reported on line 7a of the Form 55002010-02-01457
Total of all active and inactive participants2010-02-01457
2009: BRUCKNER TRUCK SALES HEALTH BENEFIT PLAN 2009 401k membership
Total participants, beginning-of-year2009-02-01439
Total number of active participants reported on line 7a of the Form 55002009-02-01438
Total of all active and inactive participants2009-02-01438

Financial Data on BRUCKNER TRUCK SALES HEALTH BENEFIT PLAN

Measure Date Value
2022 : BRUCKNER TRUCK SALES HEALTH BENEFIT PLAN 2022 401k financial data
Total income from all sources (including contributions)2022-12-31$16,252,820
Total of all expenses incurred2022-12-31$16,252,820
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$15,432,883
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$16,252,820
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$819,937
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Was this plan covered by a fidelity bond2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$3,437,237
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$1,221,804
Administrative expenses (other) incurred2022-12-31$363,361
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$0
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$1,810,532
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$11,593,779
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$13,622,351
Contract administrator fees2022-12-31$456,576
Did the plan have assets held for investment2022-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31Yes
2021 : BRUCKNER TRUCK SALES HEALTH BENEFIT PLAN 2021 401k financial data
Total income from all sources (including contributions)2021-12-31$13,709,839
Total of all expenses incurred2021-12-31$13,709,839
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$13,033,019
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$13,709,839
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$676,820
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Was this plan covered by a fidelity bond2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$2,763,651
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$691,228
Administrative expenses (other) incurred2021-12-31$343,659
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$0
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$2,329,625
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$10,254,960
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$10,703,394
Contract administrator fees2021-12-31$333,161
Did the plan have assets held for investment2021-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31Yes
2020 : BRUCKNER TRUCK SALES HEALTH BENEFIT PLAN 2020 401k financial data
Total income from all sources (including contributions)2020-12-31$10,934,329
Total of all expenses incurred2020-12-31$10,934,329
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$10,353,534
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$10,934,329
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$580,795
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Was this plan covered by a fidelity bond2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$3,437,237
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$404,431
Administrative expenses (other) incurred2020-12-31$250,431
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$0
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$2,218,162
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$7,092,661
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$8,135,372
Contract administrator fees2020-12-31$330,364
Did the plan have assets held for investment2020-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31Yes
2018 : BRUCKNER TRUCK SALES HEALTH BENEFIT PLAN 2018 401k financial data
Total income from all sources (including contributions)2018-12-31$9,781,828
Total of all expenses incurred2018-12-31$9,781,828
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$9,351,311
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$9,781,828
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$430,517
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$3,116,213
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$54,057
Administrative expenses (other) incurred2018-12-31$172,620
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$0
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$1,500,688
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$6,611,558
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$7,850,623
Contract administrator fees2018-12-31$257,897
Did the plan have assets held for investment2018-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31Yes
2017 : BRUCKNER TRUCK SALES HEALTH BENEFIT PLAN 2017 401k financial data
Total income from all sources (including contributions)2017-12-31$12,817,943
Total of all expenses incurred2017-12-31$12,817,943
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$12,527,543
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$12,817,943
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$290,400
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$1,983,215
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$2,393,509
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2017-12-31$129,435
Administrative expenses (other) incurred2017-12-31$41,157
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$0
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$1,231,808
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$8,441,219
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$11,166,300
Contract administrator fees2017-12-31$249,243
Did the plan have assets held for investment2017-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31Yes
2016 : BRUCKNER TRUCK SALES HEALTH BENEFIT PLAN 2016 401k financial data
Total income from all sources (including contributions)2016-12-31$8,480,776
Total of all expenses incurred2016-12-31$8,480,776
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$8,181,552
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$8,480,776
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$299,224
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$1,943,607
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$21,430
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2016-12-31$108,195
Administrative expenses (other) incurred2016-12-31$26,261
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$0
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$969,887
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$6,515,739
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$7,103,470
Contract administrator fees2016-12-31$272,963
Did the plan have assets held for investment2016-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31Yes
2015 : BRUCKNER TRUCK SALES HEALTH BENEFIT PLAN 2015 401k financial data
Total income from all sources (including contributions)2015-12-31$8,625,664
Total of all expenses incurred2015-12-31$8,625,664
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$8,348,803
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$8,625,664
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$276,861
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$1,312,167
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$928,953
Administrative expenses (other) incurred2015-12-31$108,644
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$0
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
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$499,733
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$6,384,544
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$7,849,070
Contract administrator fees2015-12-31$168,217
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 PBGC2015-12-31Yes
2013 : BRUCKNER TRUCK SALES HEALTH BENEFIT PLAN 2013 401k financial data
Total income from all sources (including contributions)2013-12-31$5,273,442
Total of all expenses incurred2013-12-31$5,273,442
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$5,045,659
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$5,273,442
Value of total assets at end of year2013-12-31$0
Value of total assets at beginning of year2013-12-31$0
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$227,783
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
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$838,583
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$65,199
Administrative expenses (other) incurred2013-12-31$40,989
Total non interest bearing cash at end of year2013-12-31$0
Total non interest bearing cash at beginning of year2013-12-31$0
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$0
Value of net assets at end of year (total assets less liabilities)2013-12-31$0
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$0
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
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$432,509
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$4,369,660
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$4,613,150
Contract administrator fees2013-12-31$186,794
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 PBGC2013-12-31Yes
2010 : BRUCKNER TRUCK SALES HEALTH BENEFIT PLAN 2010 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$257,337
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$549,172
Total income from all sources (including contributions)2010-12-31$3,502,643
Total of all expenses incurred2010-12-31$3,502,643
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$3,303,472
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$3,449,260
Value of total assets at end of year2010-12-31$257,337
Value of total assets at beginning of year2010-12-31$549,172
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$199,171
Total interest from all sources2010-12-31$122
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Administrative expenses professional fees incurred2010-12-31$13,778
Was this plan covered by a fidelity bond2010-12-31No
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$708,205
Participant contributions at end of year2010-12-31$243,470
Participant contributions at beginning of year2010-12-31$459,047
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$13,867
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$89,326
Other income not declared elsewhere2010-12-31$53,261
Liabilities. Value of operating payables at end of year2010-12-31$11,937
Total non interest bearing cash at end of year2010-12-31$0
Total non interest bearing cash at beginning of year2010-12-31$799
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$0
Value of net assets at end of year (total assets less liabilities)2010-12-31$0
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$0
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$122
Expenses. Payments to insurance carriers foe the provision of benefits2010-12-31$393,560
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$2,741,055
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$2,909,912
Contract administrator fees2010-12-31$185,393
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Liabilities. Value of benefit claims payable at end of year2010-12-31$245,400
Liabilities. Value of benefit claims payable at beginning of year2010-12-31$549,172
Did the plan have assets held for investment2010-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Unqualified
Accountancy firm name2010-12-31BROWN, GRAHAM & COMPANY PC
Accountancy firm EIN2010-12-31751386677

Form 5500 Responses for BRUCKNER TRUCK SALES HEALTH BENEFIT PLAN

2022: BRUCKNER TRUCK SALES HEALTH 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: BRUCKNER TRUCK SALES HEALTH 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: BRUCKNER TRUCK SALES HEALTH 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
2018: BRUCKNER TRUCK SALES HEALTH 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: BRUCKNER TRUCK SALES HEALTH 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: BRUCKNER TRUCK SALES HEALTH 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: BRUCKNER TRUCK SALES HEALTH 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
2013: BRUCKNER TRUCK SALES HEALTH 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 – General assets of the sponsorYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement – General assets of the sponsorYes
2012: BRUCKNER TRUCK SALES HEALTH BENEFIT PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan benefit arrangement – InsuranceYes
2011: BRUCKNER TRUCK SALES HEALTH BENEFIT PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan benefit arrangement – InsuranceYes
2010: BRUCKNER TRUCK SALES HEALTH BENEFIT PLAN 2010 form 5500 responses
2010-02-01Type of plan entitySingle employer plan
2010-02-01This return/report is a short plan year return/report (less than 12 months)Yes
2010-02-01Plan funding arrangement – InsuranceYes
2010-02-01Plan funding arrangement – TrustYes
2010-02-01Plan benefit arrangement – InsuranceYes
2010-02-01Plan benefit arrangement - TrustYes
2009: BRUCKNER TRUCK SALES HEALTH BENEFIT PLAN 2009 form 5500 responses
2009-02-01Type of plan entitySingle employer plan
2009-02-01This submission is the final filingNo
2009-02-01Plan funding arrangement – InsuranceYes
2009-02-01Plan funding arrangement – TrustYes
2009-02-01Plan benefit arrangement – InsuranceYes
2009-02-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 39616 )
Policy contract number30002887
Policy instance 3
Insurance contract or identification number30002887
Number of Individuals Covered887
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $3,749
Total amount of fees paid to insurance companyUSD $15,118
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $151,180
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,749
Amount paid for insurance broker fees15118
Insurance broker organization code?5
AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )
Policy contract numberS117320
Policy instance 2
Insurance contract or identification numberS117320
Number of Individuals Covered767
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $88,752
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Other welfare benefits providedAD&D
Welfare Benefit Premiums Paid to CarrierUSD $647,929
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $88,752
Insurance broker organization code?5
SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 )
Policy contract numberS117320
Policy instance 1
Insurance contract or identification numberS117320
Number of Individuals Covered1149
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of fees paid to insurance companyUSD $51,412
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $1,011,423
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees51412
Additional information about fees paid to insurance brokerREINSURANCE FEE
Insurance broker organization code?5
AMERICAN HERITAGE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60534 )
Policy contract number19567
Policy instance 4
Insurance contract or identification number19567
Number of Individuals Covered321
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $51,418
Temporary Disability Insurance Welfare BenefitYes
Unemployment Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $315,002
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $44,295
Insurance broker organization code?3
VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 39616 )
Policy contract number30002887
Policy instance 3
Insurance contract or identification number30002887
Number of Individuals Covered862
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $3,136
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $140,470
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,136
Insurance broker organization code?5
AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )
Policy contract numberS117320
Policy instance 2
Insurance contract or identification numberS117320
Number of Individuals Covered754
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $81,676
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Other welfare benefits providedAD&D
Welfare Benefit Premiums Paid to CarrierUSD $665,286
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $40,838
Insurance broker organization code?5
SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 )
Policy contract numberS117320
Policy instance 1
Insurance contract or identification numberS117320
Number of Individuals Covered1053
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $51,697
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $1,026,557
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $51,697
Additional information about fees paid to insurance brokerREINSURANCE FEE
Insurance broker organization code?5
SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 )
Policy contract numberS117320
Policy instance 1
Insurance contract or identification numberS117320
Number of Individuals Covered867
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of fees paid to insurance companyUSD $45,658
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $1,012,060
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees45658
Additional information about fees paid to insurance brokerREINSURANCE FEE
Insurance broker organization code?5
AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )
Policy contract numberS117320
Policy instance 2
Insurance contract or identification numberS117320
Number of Individuals Covered910
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $84,920
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Other welfare benefits providedAD&D
Welfare Benefit Premiums Paid to CarrierUSD $761,031
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $42,460
Insurance broker organization code?5
AMERICAN HERITAGE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60534 )
Policy contract number19567
Policy instance 3
Insurance contract or identification number19567
Number of Individuals Covered950
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $53,860
Welfare Benefit Premiums Paid to CarrierUSD $315,002
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $45,078
Insurance broker organization code?3
VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 39616 )
Policy contract number30002887
Policy instance 4
Insurance contract or identification number30002887
Number of Individuals Covered950
Total amount of commissions paid to insurance brokerUSD $2,692
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $130,069
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,692
Insurance broker organization code?5
UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 )
Policy contract number701183
Policy instance 4
Insurance contract or identification number701183
Number of Individuals Covered440
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $47,179
Temporary Disability Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $314,529
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $47,179
Insurance broker organization code?3
AMERICAN HERITAGE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60534 )
Policy contract number19567
Policy instance 3
Insurance contract or identification number19567
Number of Individuals Covered378
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $50,043
Temporary Disability Insurance Welfare BenefitYes
Other welfare benefits providedCANCER POLICY
Welfare Benefit Premiums Paid to CarrierUSD $279,181
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $40,536
Insurance broker organization code?3
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberS117320
Policy instance 2
Insurance contract or identification numberS117320
Number of Individuals Covered864
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $47,809
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $232,034
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $47,809
Insurance broker organization code?5
SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 )
Policy contract numberS117320
Policy instance 1
Insurance contract or identification numberS117320
Number of Individuals Covered829
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of fees paid to insurance companyUSD $41,860
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $674,890
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees41860
Additional information about fees paid to insurance brokerREINSURANCE FEE
Insurance broker organization code?5
UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 )
Policy contract number701183
Policy instance 4
Insurance contract or identification number701183
Number of Individuals Covered412
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $39,109
Temporary Disability Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $258,058
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $39,109
Insurance broker organization code?3
Insurance broker nameJANET ANTHONY
AMERICAN HERITAGE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60534 )
Policy contract number19567
Policy instance 3
Insurance contract or identification number19567
Number of Individuals Covered283
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $85,468
Other welfare benefits providedCANCER POLICY
Welfare Benefit Premiums Paid to CarrierUSD $287,402
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $67,517
Insurance broker organization code?3
Insurance broker nameTIM PARKER
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberS117320
Policy instance 2
Insurance contract or identification numberS117320
Number of Individuals Covered826
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $47,514
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $237,571
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $47,514
Insurance broker organization code?5
Insurance broker nameINSURANCE MANAGEMENT SERVICES
SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 )
Policy contract numberS117320
Policy instance 1
Insurance contract or identification numberS117320
Number of Individuals Covered798
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of fees paid to insurance companyUSD $37,989
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $447,923
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees37989
Additional information about fees paid to insurance brokerREINSURANCE FEE
Insurance broker organization code?5
Insurance broker nameINSURANCE MANAGEMENT SERVICES
SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 )
Policy contract numberS117320
Policy instance 1
Insurance contract or identification numberS117320
Number of Individuals Covered720
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of fees paid to insurance companyUSD $35,482
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $340,894
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees35482
Additional information about fees paid to insurance brokerREINSURANCE FEE
Insurance broker organization code?5
Insurance broker nameINSURANCE MANAGEMENT SERVICES
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract numberS117320
Policy instance 2
Insurance contract or identification numberS117320
Number of Individuals Covered755
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $31,634
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $158,170
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $31,634
Insurance broker organization code?5
Insurance broker nameINSURANCE MANAGEMENT SERVICES
HM LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 93440 )
Policy contract numberS117320
Policy instance 1
Insurance contract or identification numberS117320
Number of Individuals Covered609
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $26,899
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $134,493
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $26,899
Insurance broker organization code?5
Insurance broker nameIMS
INTERMEDIARY INSURANCE SERVICES, INC. (National Association of Insurance Commissioners NAIC id number: 52413 )
Policy contract numberS117320
Policy instance 2
Insurance contract or identification numberS117320
Number of Individuals Covered579
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $44,703
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $298,017
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $44,703
Insurance broker organization code?5
Insurance broker nameIMS
INTERMEDIARY INSURANCE SERVICES, INC. (National Association of Insurance Commissioners NAIC id number: 52413 )
Policy contract numberS117320
Policy instance 2
Insurance contract or identification numberS117320
Number of Individuals Covered567
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $36,897
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
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $245,983
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $36,897
Additional information about fees paid to insurance brokerCLAIMS ADMINISTRATION
Insurance broker organization code?5
Insurance broker nameIMS
VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 39616 )
Policy contract number30002887
Policy instance 3
Insurance contract or identification number30002887
Number of Individuals Covered354
Insurance policy start date2011-03-01
Insurance policy end date2012-02-29
Total amount of commissions paid to insurance brokerUSD $1,994
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
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $58,761
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,994
Insurance broker organization code?5
Insurance broker nameIMS MARKETING, INC.
HM LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 93440 )
Policy contract numberS117320
Policy instance 1
Insurance contract or identification numberS117320
Number of Individuals Covered602
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $25,855
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
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $129,277
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $25,855
Insurance broker organization code?5
Insurance broker nameIMS
HM LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 93440 )
Policy contract numberS117320
Policy instance 1
Insurance contract or identification numberS117320
Number of Individuals Covered510
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $23,035
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
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $115,172
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
INTERMEDIARY INSURANCE SERVICES, INC. (National Association of Insurance Commissioners NAIC id number: 52413 )
Policy contract numberS117320
Policy instance 2
Insurance contract or identification numberS117320
Number of Individuals Covered510
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $32,334
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
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $215,559
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
INTERMEDIARY INSURANCE SERVICES, INC. (National Association of Insurance Commissioners NAIC id number: 52413 )
Policy contract numberS117320
Policy instance 3
Insurance contract or identification numberS117320
Number of Individuals Covered451
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $2,623
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
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $17,487
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 39616 )
Policy contract number30002887
Policy instance 2
Insurance contract or identification number30002887
Number of Individuals Covered308
Insurance policy start date2010-03-01
Insurance policy end date2011-02-28
Total amount of commissions paid to insurance brokerUSD $1,873
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
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $50,360
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HM LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 93440 )
Policy contract numberS117320
Policy instance 1
Insurance contract or identification numberS117320
Number of Individuals Covered457
Insurance policy start date2010-02-01
Insurance policy end date2011-01-31
Total amount of commissions paid to insurance brokerUSD $65,931
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
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitYes
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $402,776
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S3