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CENTRAL WHOLESALERS HEALTH PLAN 401k Plan overview

Plan NameCENTRAL WHOLESALERS HEALTH PLAN
Plan identification number 501

CENTRAL WHOLESALERS HEALTH PLAN Benefits

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

401k Sponsoring company profile

CENTRAL WHOLESALERS, LLC has sponsored the creation of one or more 401k plans.

Company Name:CENTRAL WHOLESALERS, LLC
Employer identification number (EIN):813302895
NAIC Classification:423700

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CENTRAL WHOLESALERS HEALTH PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5012017-08-01LISA BEALL LISA BEALL2018-06-22
5012016-08-01LISA BEALL
5012015-08-01LISA BEALL LISA BEALL2017-02-21

Plan Statistics for CENTRAL WHOLESALERS HEALTH PLAN

401k plan membership statisitcs for CENTRAL WHOLESALERS HEALTH PLAN

Measure Date Value
2017: CENTRAL WHOLESALERS HEALTH PLAN 2017 401k membership
Total participants, beginning-of-year2017-08-01508
Total number of active participants reported on line 7a of the Form 55002017-08-010
Number of retired or separated participants receiving benefits2017-08-010
Total of all active and inactive participants2017-08-010
Total participants2017-08-010
2016: CENTRAL WHOLESALERS HEALTH PLAN 2016 401k membership
Total participants, beginning-of-year2016-08-01367
Total number of active participants reported on line 7a of the Form 55002016-08-01500
Number of retired or separated participants receiving benefits2016-08-018
Total of all active and inactive participants2016-08-01508
Total participants2016-08-01508
2015: CENTRAL WHOLESALERS HEALTH PLAN 2015 401k membership
Total participants, beginning-of-year2015-08-01340
Total number of active participants reported on line 7a of the Form 55002015-08-01367
Total of all active and inactive participants2015-08-01367
Total participants2015-08-01367

Form 5500 Responses for CENTRAL WHOLESALERS HEALTH PLAN

2017: CENTRAL WHOLESALERS HEALTH PLAN 2017 form 5500 responses
2017-08-01Type of plan entitySingle employer plan
2017-08-01Submission has been amendedNo
2017-08-01This submission is the final filingYes
2017-08-01This return/report is a short plan year return/report (less than 12 months)Yes
2017-08-01Plan is a collectively bargained planNo
2017-08-01Plan funding arrangement – InsuranceYes
2017-08-01Plan benefit arrangement – InsuranceYes
2016: CENTRAL WHOLESALERS HEALTH PLAN 2016 form 5500 responses
2016-08-01Type of plan entitySingle employer plan
2016-08-01Submission has been amendedNo
2016-08-01This submission is the final filingNo
2016-08-01This return/report is a short plan year return/report (less than 12 months)No
2016-08-01Plan is a collectively bargained planNo
2016-08-01Plan funding arrangement – InsuranceYes
2016-08-01Plan benefit arrangement – InsuranceYes
2015: CENTRAL WHOLESALERS HEALTH PLAN 2015 form 5500 responses
2015-08-01Type of plan entitySingle employer plan
2015-08-01Submission has been amendedNo
2015-08-01This submission is the final filingNo
2015-08-01This return/report is a short plan year return/report (less than 12 months)No
2015-08-01Plan is a collectively bargained planNo
2015-08-01Plan funding arrangement – InsuranceYes
2015-08-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract number0869775
Policy instance 1
Insurance contract or identification number0869775
Number of Individuals Covered925
Insurance policy start date2017-08-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $11,328
Total amount of fees paid to insurance companyUSD $14,360
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 BenefitYes
Vision Insurance Welfare BenefitYes
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 $1,867,266
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?Yes
Commission paid to Insurance BrokerUSD $52,405
Additional information about fees paid to insurance brokerDIRECT COMPENSATION
Amount paid for insurance broker fees14360
Insurance broker nameALLIANT INSURANCE SERVICES
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract number0869775
Policy instance 1
Insurance contract or identification number0869775
Number of Individuals Covered762
Insurance policy start date2015-08-01
Insurance policy end date2016-07-31
Total amount of commissions paid to insurance brokerUSD $21,815
Total amount of fees paid to insurance companyUSD $11,250
Are there contracts with allocated funds for individual policies?No
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 BenefitYes
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 $3,389,932
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?Yes
Amount paid for insurance broker fees96521
Additional information about fees paid to insurance brokerDIRECT COMPENSATION
Commission paid to Insurance BrokerUSD $21,815
Insurance broker nameALLIANT INSURANCE SERVICES INC

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