PHOENIX INDUSTRIAL, INC. has sponsored the creation of one or more 401k plans.
Additional information about PHOENIX INDUSTRIAL, INC.
Submission information for form 5500 for 401k plan PHOENIX INDUSTRIAL, INC. HEALTH AND WELFARE PLAN
401k plan membership statisitcs for PHOENIX INDUSTRIAL, INC. HEALTH AND WELFARE PLAN
| Measure | Date | Value |
|---|
| 2020: PHOENIX INDUSTRIAL, INC. HEALTH AND WELFARE PLAN 2020 401k membership |
|---|
| Total participants, beginning-of-year | 2020-12-01 | 207 |
| Total number of active participants reported on line 7a of the Form 5500 | 2020-12-01 | 250 |
| Number of retired or separated participants receiving benefits | 2020-12-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2020-12-01 | 0 |
| Total of all active and inactive participants | 2020-12-01 | 250 |
| 2019: PHOENIX INDUSTRIAL, INC. HEALTH AND WELFARE PLAN 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-12-01 | 207 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-12-01 | 207 |
| Number of retired or separated participants receiving benefits | 2019-12-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2019-12-01 | 0 |
| Total of all active and inactive participants | 2019-12-01 | 207 |
| Measure | Date | Value |
|---|
| 2021 : PHOENIX INDUSTRIAL, INC. HEALTH AND WELFARE PLAN 2021 401k financial data |
|---|
| Total income from all sources (including contributions) | 2021-11-30 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-11-30 | No |
| Was this plan covered by a fidelity bond | 2021-11-30 | No |
| If this is an individual account plan, was there a blackout period | 2021-11-30 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2021-11-30 | No |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-11-30 | No |
| Value of net assets at end of year (total assets less liabilities) | 2021-11-30 | $0 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-11-30 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2021-11-30 | No |
| Were any leases to which the plan was party in default or uncollectible | 2021-11-30 | No |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-11-30 | No |
| Was there a failure to transmit to the plan any participant contributions | 2021-11-30 | No |
| Has the plan failed to provide any benefit when due under the plan | 2021-11-30 | No |
| Did the plan have assets held for investment | 2021-11-30 | No |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-11-30 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-11-30 | No |
| 2020 : PHOENIX INDUSTRIAL, INC. HEALTH AND WELFARE PLAN 2020 401k financial data |
|---|
| Total income from all sources (including contributions) | 2020-11-30 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-11-30 | No |
| Was this plan covered by a fidelity bond | 2020-11-30 | No |
| If this is an individual account plan, was there a blackout period | 2020-11-30 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2020-11-30 | No |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-11-30 | No |
| Value of net assets at end of year (total assets less liabilities) | 2020-11-30 | $0 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-11-30 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2020-11-30 | No |
| Were any leases to which the plan was party in default or uncollectible | 2020-11-30 | No |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-11-30 | No |
| Was there a failure to transmit to the plan any participant contributions | 2020-11-30 | No |
| Has the plan failed to provide any benefit when due under the plan | 2020-11-30 | No |
| Did the plan have assets held for investment | 2020-11-30 | No |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-11-30 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-11-30 | No |
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) |
| Policy contract number | 000010235118 |
| Policy instance | 4 |
| Insurance contract or identification number | 000010235118 | | Number of Individuals Covered | 132 | | Insurance policy start date | 2020-11-01 | | Insurance policy end date | 2021-11-01 | | Total amount of commissions paid to insurance broker | USD $4,464 | | Long Term Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $29,757 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $2,279 | | Insurance broker organization code? | 3 |
|
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) |
| Policy contract number | 000010235117 |
| Policy instance | 3 |
| Insurance contract or identification number | 000010235117 | | Number of Individuals Covered | 128 | | Insurance policy end date | 2021-12-31 | | Total amount of commissions paid to insurance broker | USD $6,007 | | Life Insurance Welfare Benefit | Yes | | Temporary Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $40,052 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $4,181 | | Insurance broker organization code? | 3 |
|
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) |
| Policy contract number | 000010234919 |
| Policy instance | 2 |
| Insurance contract or identification number | 000010234919 | | Number of Individuals Covered | 130 | | Insurance policy start date | 2020-11-01 | | Insurance policy end date | 2021-11-01 | | Total amount of commissions paid to insurance broker | USD $2,867 | | Temporary Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $19,110 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $1,476 | | Insurance broker organization code? | 3 |
|
| PROVIDENCE HEALTH PLAN (National Association of Insurance Commissioners NAIC id number: 95005 ) |
| Policy contract number | 111109 |
| Policy instance | 1 |
| Insurance contract or identification number | 111109 | | Number of Individuals Covered | 250 | | Insurance policy start date | 2020-11-01 | | Insurance policy end date | 2021-10-31 | | Total amount of commissions paid to insurance broker | USD $32,688 | | Health Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $1,011,460 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $17,312 | | Insurance broker organization code? | 3 |
|
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) |
| Policy contract number | 000010234919 |
| Policy instance | 7 |
| Insurance contract or identification number | 000010234919 | | Number of Individuals Covered | 130 | | Insurance policy start date | 2020-11-01 | | Insurance policy end date | 2021-11-01 | | Total amount of commissions paid to insurance broker | USD $2,867 | | Other welfare benefits provided | WEEKLY INCOME | | Welfare Benefit Premiums Paid to Carrier | USD $19,110 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $1,476 | | Insurance broker organization code? | 3 |
|
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) |
| Policy contract number | 000400234918 |
| Policy instance | 6 |
| Insurance contract or identification number | 000400234918 | | Number of Individuals Covered | 155 | | Insurance policy end date | 2021-12-31 | | Total amount of commissions paid to insurance broker | USD $3,929 | | Life Insurance Welfare Benefit | Yes | | Temporary Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $26,197 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $2,660 | | Insurance broker organization code? | 3 |
|
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) |
| Policy contract number | 00001D035572 |
| Policy instance | 5 |
| Insurance contract or identification number | 00001D035572 | | Number of Individuals Covered | 127 | | Insurance policy start date | 2021-01-01 | | Insurance policy end date | 2021-12-31 | | Total amount of commissions paid to insurance broker | USD $1,757 | | Total amount of fees paid to insurance company | USD $2,636 | | Dental Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $87,851 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $1,177 | | Amount paid for insurance broker fees | 1765 | | Additional information about fees paid to insurance broker | FEES | | Insurance broker organization code? | 3 |
|
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) |
| Policy contract number | 000010035572 |
| Policy instance | 5 |
| Insurance contract or identification number | 000010035572 | | Number of Individuals Covered | 99 | | Insurance policy start date | 2019-12-01 | | Insurance policy end date | 2020-11-30 | | Total amount of commissions paid to insurance broker | USD $1,763 | | Total amount of fees paid to insurance company | USD $2,645 | | Dental Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $88,152 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Amount paid for insurance broker fees | 2645 | | Additional information about fees paid to insurance broker | OVERRIDES | | Insurance broker organization code? | 3 | | Commission paid to Insurance Broker | USD $1,763 |
|
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) |
| Policy contract number | 000010235118 |
| Policy instance | 4 |
| Insurance contract or identification number | 000010235118 | | Number of Individuals Covered | 102 | | Insurance policy start date | 2019-12-01 | | Insurance policy end date | 2020-11-30 | | Total amount of commissions paid to insurance broker | USD $4,599 | | Long Term Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $30,670 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $4,599 | | Insurance broker organization code? | 3 |
|
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) |
| Policy contract number | 000010235117 |
| Policy instance | 3 |
| Insurance contract or identification number | 000010235117 | | Number of Individuals Covered | 206 | | Insurance policy end date | 2020-11-30 | | Total amount of commissions paid to insurance broker | USD $5,467 | | Life Insurance Welfare Benefit | Yes | | Temporary Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $36,447 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $5,467 | | Insurance broker organization code? | 3 |
|
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) |
| Policy contract number | 000010234919 |
| Policy instance | 2 |
| Insurance contract or identification number | 000010234919 | | Number of Individuals Covered | 102 | | Insurance policy start date | 2019-12-01 | | Insurance policy end date | 2020-11-30 | | Total amount of commissions paid to insurance broker | USD $3,096 | | Temporary Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $20,639 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $3,096 | | Insurance broker organization code? | 3 |
|
| PROVIDENCE HEALTH PLAN (National Association of Insurance Commissioners NAIC id number: 95005 ) |
| Policy contract number | 111109 |
| Policy instance | 1 |
| Insurance contract or identification number | 111109 | | Number of Individuals Covered | 207 | | Insurance policy start date | 2019-12-01 | | Insurance policy end date | 2020-11-30 | | Total amount of commissions paid to insurance broker | USD $44,299 | | Health Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $1,166,503 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $44,299 | | Insurance broker organization code? | 3 |
|
