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ALLEGIANCE TRUCKS NORTH AMERICA HEALTH AND WELFARE PLAN 401k Plan overview

Plan NameALLEGIANCE TRUCKS NORTH AMERICA HEALTH AND WELFARE PLAN
Plan identification number 501

ALLEGIANCE TRUCKS NORTH AMERICA HEALTH AND WELFARE PLAN Benefits

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

401k Sponsoring company profile

ALLEGIANCE TRUCKS NORTH AMERIC has sponsored the creation of one or more 401k plans.

Company Name:ALLEGIANCE TRUCKS NORTH AMERIC
Employer identification number (EIN):854127130
NAIC Classification:484120
NAIC Description: General Freight Trucking, Long-Distance

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ALLEGIANCE TRUCKS NORTH AMERICA HEALTH AND WELFARE PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5012022-06-01STEPHEN M. JAMES2023-07-10
5012021-06-01STEVEN M. JAMES2023-02-03
5012020-06-01STEPHEN M JAMES2023-01-26

Plan Statistics for ALLEGIANCE TRUCKS NORTH AMERICA HEALTH AND WELFARE PLAN

401k plan membership statisitcs for ALLEGIANCE TRUCKS NORTH AMERICA HEALTH AND WELFARE PLAN

Measure Date Value
2022: ALLEGIANCE TRUCKS NORTH AMERICA HEALTH AND WELFARE PLAN 2022 401k membership
Total participants, beginning-of-year2022-06-01945
Total number of active participants reported on line 7a of the Form 55002022-06-011,045
Number of retired or separated participants receiving benefits2022-06-010
Number of other retired or separated participants entitled to future benefits2022-06-010
Total of all active and inactive participants2022-06-011,045
Number of employers contributing to the scheme2022-06-010
2021: ALLEGIANCE TRUCKS NORTH AMERICA HEALTH AND WELFARE PLAN 2021 401k membership
Total participants, beginning-of-year2021-06-01288
Total number of active participants reported on line 7a of the Form 55002021-06-01945
Number of retired or separated participants receiving benefits2021-06-010
Number of other retired or separated participants entitled to future benefits2021-06-010
Total of all active and inactive participants2021-06-01945
Number of employers contributing to the scheme2021-06-010
2020: ALLEGIANCE TRUCKS NORTH AMERICA HEALTH AND WELFARE PLAN 2020 401k membership
Total participants, beginning-of-year2020-06-01100
Total number of active participants reported on line 7a of the Form 55002020-06-01288
Number of retired or separated participants receiving benefits2020-06-010
Number of other retired or separated participants entitled to future benefits2020-06-010
Total of all active and inactive participants2020-06-01288
Number of employers contributing to the scheme2020-06-010

Form 5500 Responses for ALLEGIANCE TRUCKS NORTH AMERICA HEALTH AND WELFARE PLAN

2022: ALLEGIANCE TRUCKS NORTH AMERICA HEALTH AND WELFARE PLAN 2022 form 5500 responses
2022-06-01Type of plan entitySingle employer plan
2022-06-01This return/report is a short plan year return/report (less than 12 months)Yes
2022-06-01Plan funding arrangement – InsuranceYes
2022-06-01Plan funding arrangement – General assets of the sponsorYes
2022-06-01Plan benefit arrangement – InsuranceYes
2022-06-01Plan benefit arrangement – General assets of the sponsorYes
2021: ALLEGIANCE TRUCKS NORTH AMERICA HEALTH AND WELFARE PLAN 2021 form 5500 responses
2021-06-01Type of plan entitySingle employer plan
2021-06-01Plan funding arrangement – InsuranceYes
2021-06-01Plan funding arrangement – General assets of the sponsorYes
2021-06-01Plan benefit arrangement – InsuranceYes
2021-06-01Plan benefit arrangement – General assets of the sponsorYes
2020: ALLEGIANCE TRUCKS NORTH AMERICA HEALTH AND WELFARE PLAN 2020 form 5500 responses
2020-06-01Type of plan entitySingle employer plan
2020-06-01First time form 5500 has been submittedYes
2020-06-01Plan funding arrangement – InsuranceYes
2020-06-01Plan funding arrangement – General assets of the sponsorYes
2020-06-01Plan benefit arrangement – InsuranceYes
2020-06-01Plan benefit arrangement – General assets of the sponsorYes

Insurance Providers Used on plan

UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 )
Policy contract number927968
Policy instance 1
Insurance contract or identification number927968
Number of Individuals Covered694
Insurance policy start date2022-06-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $86,025
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $3,727,745
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $86,025
Amount paid for insurance broker fees0
Insurance broker organization code?3
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number10270516
Policy instance 2
Insurance contract or identification number10270516
Number of Individuals Covered1045
Insurance policy start date2022-06-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $62,004
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitYes
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedACCIDENTAL DEATH AND DISMEMBERMENT, EMPLOYEE ASSISTANCE PROGRAM,HOSPITAL,CRITICAL ILLNESS,ACCIDENT
Welfare Benefit Premiums Paid to CarrierUSD $630,442
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees62004
Additional information about fees paid to insurance brokerENROLLMENT FEES, BENTECH FEES, ENROLLMENT SERVICES
Insurance broker organization code?3
BLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC. (National Association of Insurance Commissioners NAIC id number: 53228 )
Policy contract number4956121
Policy instance 1
Insurance contract or identification number4956121
Number of Individuals Covered929
Insurance policy start date2021-06-01
Insurance policy end date2022-05-31
Total amount of commissions paid to insurance brokerUSD $72,029
Total amount of fees paid to insurance companyUSD $7,520
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?Yes
Commission paid to Insurance BrokerUSD $63,169
Amount paid for insurance broker fees7520
Additional information about fees paid to insurance brokerOTHER COMMISSION
Insurance broker organization code?3
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 )
Policy contract number00438701
Policy instance 2
Insurance contract or identification number00438701
Number of Individuals Covered945
Insurance policy start date2021-06-01
Insurance policy end date2022-05-31
Total amount of commissions paid to insurance brokerUSD $28,108
Total amount of fees paid to insurance companyUSD $6,420
Vision Insurance Welfare BenefitYes
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH AND DISMEMBERMENT, EMPLOYEE ASSISTANCE PROGRAM
Welfare Benefit Premiums Paid to CarrierUSD $456,726
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $23,612
Amount paid for insurance broker fees6420
Additional information about fees paid to insurance brokerFEES
Insurance broker organization code?3
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 )
Policy contract number438701
Policy instance 1
Insurance contract or identification number438701
Number of Individuals Covered288
Insurance policy start date2020-06-01
Insurance policy end date2021-05-31
Total amount of commissions paid to insurance brokerUSD $12,110
Total amount of fees paid to insurance companyUSD $3,253
Vision Insurance Welfare BenefitYes
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH AND DISMEMBERMENT, EMPLOYEE ASSISTANCE PROGRAM
Welfare Benefit Premiums Paid to CarrierUSD $105,633
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
BLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC. (National Association of Insurance Commissioners NAIC id number: 53228 )
Policy contract number4956121
Policy instance 2
Insurance contract or identification number4956121
Number of Individuals Covered442
Insurance policy start date2020-06-01
Insurance policy end date2021-05-31
Total amount of commissions paid to insurance brokerUSD $45,251
Total amount of fees paid to insurance companyUSD $7,650
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?Yes

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