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CRAFT BREW ALLIANCE, INC. MEDICAL AND DENTAL PLAN 401k Plan overview

Plan NameCRAFT BREW ALLIANCE, INC. MEDICAL AND DENTAL PLAN
Plan identification number 501

CRAFT BREW ALLIANCE, INC. MEDICAL AND DENTAL 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
  • Other welfare benefit cover

401k Sponsoring company profile

CRAFT BREW ALLIANCE has sponsored the creation of one or more 401k plans.

Company Name:CRAFT BREW ALLIANCE
Employer identification number (EIN):911141254
NAIC Classification:312120
NAIC Description:Breweries

Additional information about CRAFT BREW ALLIANCE

Jurisdiction of Incorporation: Washington Secretary of State Corporations Division
Incorporation Date: 1981-05-04
Company Identification Number: 600407212
Legal Registered Office Address: 711 CAPITOL WAY S STE 204

OLYMPIA
United States of America (USA)
985011267

More information about CRAFT BREW ALLIANCE

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CRAFT BREW ALLIANCE, INC. MEDICAL AND DENTAL PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5012019-01-01
5012018-01-01
5012017-01-01STACIA BIRD ED SMITH2018-10-08
5012016-01-01STACIA BIRD JOE VANDERSTELT2017-07-28
5012015-01-01STACIA BIRD JOE VANDERSTELT2016-10-05
5012014-01-01STACIA BIRD JOE VANDERSTELT2015-07-08
5012013-01-01STACIA BIRD MARK MORELAND2014-09-08
5012012-07-01STACIA BIRD MARK MORELAND2013-07-25
5012011-07-01STACIA BIRD MARK MORELAND2012-12-31
5012009-07-01STACIA BIRD MARK MORELAND2011-01-12

Plan Statistics for CRAFT BREW ALLIANCE, INC. MEDICAL AND DENTAL PLAN

401k plan membership statisitcs for CRAFT BREW ALLIANCE, INC. MEDICAL AND DENTAL PLAN

Measure Date Value
2019: CRAFT BREW ALLIANCE, INC. MEDICAL AND DENTAL PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01386
Total number of active participants reported on line 7a of the Form 55002019-01-01299
Number of retired or separated participants receiving benefits2019-01-012
Number of other retired or separated participants entitled to future benefits2019-01-0111
Total of all active and inactive participants2019-01-01312
2018: CRAFT BREW ALLIANCE, INC. MEDICAL AND DENTAL PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01424
Total number of active participants reported on line 7a of the Form 55002018-01-01314
Number of retired or separated participants receiving benefits2018-01-013
Number of other retired or separated participants entitled to future benefits2018-01-0115
Total of all active and inactive participants2018-01-01332
2017: CRAFT BREW ALLIANCE, INC. MEDICAL AND DENTAL PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01505
Total number of active participants reported on line 7a of the Form 55002017-01-01424
Number of retired or separated participants receiving benefits2017-01-015
Number of other retired or separated participants entitled to future benefits2017-01-0116
Total of all active and inactive participants2017-01-01445
2016: CRAFT BREW ALLIANCE, INC. MEDICAL AND DENTAL PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01500
Total number of active participants reported on line 7a of the Form 55002016-01-01477
Number of retired or separated participants receiving benefits2016-01-014
Number of other retired or separated participants entitled to future benefits2016-01-0124
Total of all active and inactive participants2016-01-01505
2015: CRAFT BREW ALLIANCE, INC. MEDICAL AND DENTAL PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01442
Total number of active participants reported on line 7a of the Form 55002015-01-01467
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-010
Total of all active and inactive participants2015-01-01467
2014: CRAFT BREW ALLIANCE, INC. MEDICAL AND DENTAL PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01435
Total number of active participants reported on line 7a of the Form 55002014-01-01442
Number of retired or separated participants receiving benefits2014-01-0113
Number of other retired or separated participants entitled to future benefits2014-01-019
Total of all active and inactive participants2014-01-01464
2013: CRAFT BREW ALLIANCE, INC. MEDICAL AND DENTAL PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01590
Total number of active participants reported on line 7a of the Form 55002013-01-01412
Total of all active and inactive participants2013-01-01412
2012: CRAFT BREW ALLIANCE, INC. MEDICAL AND DENTAL PLAN 2012 401k membership
Total participants, beginning-of-year2012-07-01408
Total number of active participants reported on line 7a of the Form 55002012-07-01590
Total of all active and inactive participants2012-07-01590
2011: CRAFT BREW ALLIANCE, INC. MEDICAL AND DENTAL PLAN 2011 401k membership
Total participants, beginning-of-year2011-07-01377
Total number of active participants reported on line 7a of the Form 55002011-07-01408
Total of all active and inactive participants2011-07-01408
2009: CRAFT BREW ALLIANCE, INC. MEDICAL AND DENTAL PLAN 2009 401k membership
Total participants, beginning-of-year2009-07-01299
Total number of active participants reported on line 7a of the Form 55002009-07-01303
Total of all active and inactive participants2009-07-01303

Form 5500 Responses for CRAFT BREW ALLIANCE, INC. MEDICAL AND DENTAL PLAN

2019: CRAFT BREW ALLIANCE, INC. MEDICAL AND DENTAL PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – General assets of the sponsorYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement – General assets of the sponsorYes
2018: CRAFT BREW ALLIANCE, INC. MEDICAL AND DENTAL 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: CRAFT BREW ALLIANCE, INC. MEDICAL AND DENTAL 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: CRAFT BREW ALLIANCE, INC. MEDICAL AND DENTAL 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: CRAFT BREW ALLIANCE, INC. MEDICAL AND DENTAL 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
2014: CRAFT BREW ALLIANCE, INC. MEDICAL AND DENTAL PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – General assets of the sponsorYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement – General assets of the sponsorYes
2013: CRAFT BREW ALLIANCE, INC. MEDICAL AND DENTAL 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: CRAFT BREW ALLIANCE, INC. MEDICAL AND DENTAL PLAN 2012 form 5500 responses
2012-07-01Type of plan entitySingle employer plan
2012-07-01Submission has been amendedYes
2012-07-01This return/report is a short plan year return/report (less than 12 months)Yes
2012-07-01Plan funding arrangement – InsuranceYes
2012-07-01Plan funding arrangement – General assets of the sponsorYes
2012-07-01Plan benefit arrangement – InsuranceYes
2012-07-01Plan benefit arrangement – General assets of the sponsorYes
2011: CRAFT BREW ALLIANCE, INC. MEDICAL AND DENTAL PLAN 2011 form 5500 responses
2011-07-01Type of plan entitySingle employer plan
2011-07-01Plan funding arrangement – InsuranceYes
2011-07-01Plan funding arrangement – General assets of the sponsorYes
2011-07-01Plan benefit arrangement – InsuranceYes
2011-07-01Plan benefit arrangement – General assets of the sponsorYes
2009: CRAFT BREW ALLIANCE, INC. MEDICAL AND DENTAL PLAN 2009 form 5500 responses
2009-07-01Type of plan entitySingle employer plan
2009-07-01Plan funding arrangement – InsuranceYes
2009-07-01Plan funding arrangement – General assets of the sponsorYes
2009-07-01Plan benefit arrangement – InsuranceYes
2009-07-01Plan benefit arrangement – General assets of the sponsorYes

Insurance Providers Used on plan

PAUL REVERE VARIABLE ANNUITY INS. CO. (National Association of Insurance Commissioners NAIC id number: 67601 )
Policy contract number836942
Policy instance 3
Insurance contract or identification number836942
Number of Individuals Covered44
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $1,181
Other welfare benefits providedCRITICAL ILLNESS
Welfare Benefit Premiums Paid to CarrierUSD $5,905
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,181
Insurance broker organization code?3
UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 )
Policy contract number094984
Policy instance 1
Insurance contract or identification number094984
Number of Individuals Covered621
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $7,517
Total amount of fees paid to insurance companyUSD $290
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH AND DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $128,368
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $7,517
Amount paid for insurance broker fees290
Additional information about fees paid to insurance brokerADDTL COMP
Insurance broker organization code?3
UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 )
Policy contract number094985
Policy instance 2
Insurance contract or identification number094985
Number of Individuals Covered159
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $13,441
Total amount of fees paid to insurance companyUSD $484
Life Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH AND DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $82,535
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $13,441
Amount paid for insurance broker fees484
Additional information about fees paid to insurance brokerADDTL COMP
Insurance broker organization code?3
SYMETRA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68608 )
Policy contract number16-013744-000
Policy instance 5
Insurance contract or identification number16-013744-000
Number of Individuals Covered316
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of fees paid to insurance companyUSD $23,811
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $285,477
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees13927
Additional information about fees paid to insurance brokerBONUS ADMINISTRATION
Insurance broker organization code?3
UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 )
Policy contract numberR0774042
Policy instance 4
Insurance contract or identification numberR0774042
Number of Individuals Covered75
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $1,847
Total amount of fees paid to insurance companyUSD $18
Health Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENT
Welfare Benefit Premiums Paid to CarrierUSD $10,366
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,847
Amount paid for insurance broker fees18
Additional information about fees paid to insurance brokerADDTL COMP
Insurance broker organization code?3
SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 )
Policy contract number225021
Policy instance 3
Insurance contract or identification number225021
Number of Individuals Covered319
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $14,117
Total amount of fees paid to insurance companyUSD $7,759
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $293,442
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $13,520
Insurance broker organization code?3
Amount paid for insurance broker fees7759
Additional information about fees paid to insurance brokerBONUS
UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 )
Policy contract number094985
Policy instance 2
Insurance contract or identification number094985
Number of Individuals Covered181
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $12,443
Total amount of fees paid to insurance companyUSD $582
Life Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH AND DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $90,022
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $12,443
Amount paid for insurance broker fees582
Additional information about fees paid to insurance brokerADDTL COMP
Insurance broker organization code?3
UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 )
Policy contract number094984
Policy instance 1
Insurance contract or identification number094984
Number of Individuals Covered528
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $7,349
Total amount of fees paid to insurance companyUSD $826
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH AND DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $140,109
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $7,349
Amount paid for insurance broker fees826
Additional information about fees paid to insurance brokerADDTL COMP
Insurance broker organization code?3
SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 )
Policy contract number246524
Policy instance 4
Insurance contract or identification number246524
Number of Individuals Covered75
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $4,234
Temporary Disability Insurance Welfare BenefitYes
Other welfare benefits providedCRITICAL ILLNESS
Welfare Benefit Premiums Paid to CarrierUSD $20,039
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,490
Insurance broker organization code?3
Additional information about fees paid to insurance brokerBONUS
SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 )
Policy contract number246524
Policy instance 4
Insurance contract or identification number246524
Number of Individuals Covered65
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $3,250
Total amount of fees paid to insurance companyUSD $179
Temporary Disability Insurance Welfare BenefitYes
Other welfare benefits providedCRITICAL ILLNESS
Welfare Benefit Premiums Paid to CarrierUSD $15,997
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,250
Insurance broker organization code?3
Amount paid for insurance broker fees179
Additional information about fees paid to insurance brokerBONUS
Insurance broker nameUNITED BENEFIT ADVISORS LLC
SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 )
Policy contract number225021
Policy instance 3
Insurance contract or identification number225021
Number of Individuals Covered369
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $24,198
Total amount of fees paid to insurance companyUSD $6,273
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $322,633
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $16,132
Insurance broker organization code?3
Amount paid for insurance broker fees6273
Additional information about fees paid to insurance brokerBONUS
Insurance broker nameHEALTHCARE MANAGEMENT ADMINISTRATOR
UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 )
Policy contract number094985
Policy instance 2
Insurance contract or identification number094985
Number of Individuals Covered198
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $15,440
Total amount of fees paid to insurance companyUSD $1,287
Life Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH AND DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $102,936
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $15,440
Amount paid for insurance broker fees1287
Additional information about fees paid to insurance brokerADDTL COMP
Insurance broker organization code?3
Insurance broker nameDAVIDSON BENEFITS PLANNING LLC
UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 )
Policy contract number094984
Policy instance 1
Insurance contract or identification number094984
Number of Individuals Covered854
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $11,191
Total amount of fees paid to insurance companyUSD $1,845
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH AND DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $147,556
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $11,191
Amount paid for insurance broker fees1845
Additional information about fees paid to insurance brokerADDTL COMP
Insurance broker organization code?3
Insurance broker nameDAVIDSON BENEFITS PLANNING LLC

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