401k Plan data: T2 UTILITY ENGINEERS LIFE DISABILTY AND WORKSITE PLAN plan

T2 UTILITY ENGINEERS LIFE DISABILTY AND WORKSITE PLAN 401k Plan overview

Plan Name	T2 UTILITY ENGINEERS LIFE DISABILTY AND WORKSITE PLAN
Plan identification number	502

T2 UTILITY ENGINEERS LIFE DISABILTY AND WORKSITE PLAN Benefits

401k Plan Type	Welfare Benefit
Plan Features/Benefits	Health (other than dental or vision) Life insurance Temporary disability (accident and sickness) Prepaid legal Long-term disability cover Death benefits (include travel accident but not life insurance) Other welfare benefit cover

401k Sponsoring company profile

T2 UES, INC. D/B/A T2 UTILITY ENGINEERS has sponsored the creation of one or more 401k plans.

Company Name: T2 UES, INC. D/B/A T2 UTILITY ENGINEERS

Employer identification number (EIN): 842356040

NAIC Classification: 541330
NAIC Description: Engineering Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan T2 UTILITY ENGINEERS LIFE DISABILTY AND WORKSITE PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
502 2022-01-01 SONJA R. JORDAN 2023-09-21 SONJA R. JORDAN 2023-09-21
502 2021-01-01 SONJA JORDAN 2022-07-20

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
502	2022-01-01	SONJA R. JORDAN	2023-09-21	SONJA R. JORDAN	2023-09-21
502	2021-01-01	SONJA JORDAN	2022-07-20

Plan Statistics for T2 UTILITY ENGINEERS LIFE DISABILTY AND WORKSITE PLAN

401k plan membership statisitcs for T2 UTILITY ENGINEERS LIFE DISABILTY AND WORKSITE PLAN

Measure Date Value
2022: T2 UTILITY ENGINEERS LIFE DISABILTY AND WORKSITE PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 214
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 237
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 0
Total of all active and inactive participants 2022-01-01 237
2021: T2 UTILITY ENGINEERS LIFE DISABILTY AND WORKSITE PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 100
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 114
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 0
Total of all active and inactive participants 2021-01-01 114
Number of employers contributing to the scheme 2021-01-01 0

Measure	Date	Value
2022: T2 UTILITY ENGINEERS LIFE DISABILTY AND WORKSITE PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	214
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	237
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	0
Total of all active and inactive participants	2022-01-01	237
2021: T2 UTILITY ENGINEERS LIFE DISABILTY AND WORKSITE PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	100
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	114
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	0
Total of all active and inactive participants	2021-01-01	114
Number of employers contributing to the scheme	2021-01-01	0

Form 5500 Responses for T2 UTILITY ENGINEERS LIFE DISABILTY AND WORKSITE PLAN

2022: T2 UTILITY ENGINEERS LIFE DISABILTY AND WORKSITE PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Insurance	Yes
2022-01-01	Plan benefit arrangement – Insurance	Yes
2021: T2 UTILITY ENGINEERS LIFE DISABILTY AND WORKSITE PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	First time form 5500 has been submitted	Yes
2021-01-01	Plan funding arrangement – Insurance	Yes
2021-01-01	Plan benefit arrangement – Insurance	Yes

Insurance Providers Used on plan

SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 )

Policy contract number

941968

Policy instance

Insurance contract or identification number	941968
Number of Individuals Covered	235
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Total amount of commissions paid to insurance broker	USD $37,497
Total amount of fees paid to insurance company	USD $5,195
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	Yes
Unemployment Insurance Welfare Benefit	No
Other welfare benefits provided	ACCIDENTAL DEATH AND DISMEMBERMENT, EMPLOYEE ASSISTANCE PROGRAM, ACCIDENT, CRITICAL 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 $275,714
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $37,497
Amount paid for insurance broker fees	5195
Additional information about fees paid to insurance broker	BONUS
Insurance broker organization code?	3

PRE-PAID LEGAL SERVICES DBA LEGAL SHIELD (National Association of Insurance Commissioners NAIC id number: 00000 )

Policy contract number

302652

Policy instance

Insurance contract or identification number	302652
Number of Individuals Covered	24
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Total amount of commissions paid to insurance broker	USD $808
Total amount of fees paid to insurance company	USD $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 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	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Other welfare benefits provided	LEGAL
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 $4,756
Commission paid to Insurance Broker	USD $808
Insurance broker organization code?	4

SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 )

Policy contract number

941968

Policy instance

Insurance contract or identification number	941968
Number of Individuals Covered	267
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Total amount of commissions paid to insurance broker	USD $33,479
Total amount of fees paid to insurance company	USD $16,933
Life Insurance Welfare Benefit	Yes
Temporary Disability Insurance Welfare Benefit	Yes
Long Term Disability Insurance Welfare Benefit	Yes
Other welfare benefits provided	ACCIDENTAL DEATH AND DISMEMBERMENT, EMPLOYEE ASSISTANCE PROGRAM, ACCIDENT, CRITICAL ILLNESS
Welfare Benefit Premiums Paid to Carrier	USD $247,094
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $33,479
Amount paid for insurance broker fees	16933
Additional information about fees paid to insurance broker	BONUS
Insurance broker organization code?	3

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Company Name:	T2 UES, INC. D/B/A T2 UTILITY ENGINEERS
Employer identification number (EIN):	842356040
NAIC Classification:	541330
NAIC Description:	Engineering Services