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MATHESON TRUCKING HEALTH AND WELFARE PLAN 401k Plan overview

Plan NameMATHESON TRUCKING HEALTH AND WELFARE PLAN
Plan identification number 503

MATHESON TRUCKING 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

MATHESON TRUCKING, INC. has sponsored the creation of one or more 401k plans.

Company Name:MATHESON TRUCKING, INC.
Employer identification number (EIN):941578272
NAIC Classification:484110
NAIC Description:General Freight Trucking, Local

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MATHESON TRUCKING HEALTH AND WELFARE PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5032022-01-01MARK SIMMONS2023-12-19
5032021-01-01MARK SIMMONS2023-03-09
5032021-01-01CHARLES MELLOR2023-05-11
5032020-01-01SHIRLEY CURRAN2021-10-15
5032019-01-01SHIRLEY CURRAN2020-10-13
5032018-01-01
5032017-01-01
5032017-01-01
5032016-01-01
5032016-01-01
5032015-01-01SHIRLEY CURRAN
5032015-01-01
5032014-01-01MICHAEL J. WILBOURN
5032013-01-01MICHAEL J WILBOURN
5032012-01-01MICHAEL J. WILBOURN
5032011-01-01MICHAEL J. WILBOURN
5032010-01-01MICHAEL J. WILBOURN
5032009-01-01LISA CLAWSON

Plan Statistics for MATHESON TRUCKING HEALTH AND WELFARE PLAN

401k plan membership statisitcs for MATHESON TRUCKING HEALTH AND WELFARE PLAN

Measure Date Value
2022: MATHESON TRUCKING HEALTH AND WELFARE PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01366
Total number of active participants reported on line 7a of the Form 55002022-01-01323
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-010
Total of all active and inactive participants2022-01-01323
Number of employers contributing to the scheme2022-01-010
2021: MATHESON TRUCKING HEALTH AND WELFARE PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01333
Total number of active participants reported on line 7a of the Form 55002021-01-01366
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-010
Total of all active and inactive participants2021-01-01366
Number of employers contributing to the scheme2021-01-010
2020: MATHESON TRUCKING HEALTH AND WELFARE PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01375
Total number of active participants reported on line 7a of the Form 55002020-01-01333
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-010
Total of all active and inactive participants2020-01-01333
Number of employers contributing to the scheme2020-01-010
2019: MATHESON TRUCKING HEALTH AND WELFARE PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01378
Total number of active participants reported on line 7a of the Form 55002019-01-01375
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-010
Total of all active and inactive participants2019-01-01375
Number of employers contributing to the scheme2019-01-010
2018: MATHESON TRUCKING HEALTH AND WELFARE PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-011,101
Total number of active participants reported on line 7a of the Form 55002018-01-011,476
Number of retired or separated participants receiving benefits2018-01-015
Number of other retired or separated participants entitled to future benefits2018-01-010
Total of all active and inactive participants2018-01-011,481
2017: MATHESON TRUCKING HEALTH AND WELFARE PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-011,424
Total number of active participants reported on line 7a of the Form 55002017-01-011,101
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-010
Total of all active and inactive participants2017-01-011,101
2016: MATHESON TRUCKING HEALTH AND WELFARE PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-011,261
Total number of active participants reported on line 7a of the Form 55002016-01-011,417
Number of retired or separated participants receiving benefits2016-01-017
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-011,424
2015: MATHESON TRUCKING HEALTH AND WELFARE PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-011,200
Total number of active participants reported on line 7a of the Form 55002015-01-011,257
Number of retired or separated participants receiving benefits2015-01-014
Number of other retired or separated participants entitled to future benefits2015-01-010
Total of all active and inactive participants2015-01-011,261
2014: MATHESON TRUCKING HEALTH AND WELFARE PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-011,107
Total number of active participants reported on line 7a of the Form 55002014-01-011,200
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-010
Total of all active and inactive participants2014-01-011,200
2013: MATHESON TRUCKING HEALTH AND WELFARE PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01427
Total number of active participants reported on line 7a of the Form 55002013-01-01429
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-010
Total of all active and inactive participants2013-01-01429
2012: MATHESON TRUCKING HEALTH AND WELFARE PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01486
Total number of active participants reported on line 7a of the Form 55002012-01-01465
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-010
Total of all active and inactive participants2012-01-01465
2011: MATHESON TRUCKING HEALTH AND WELFARE PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01535
Total number of active participants reported on line 7a of the Form 55002011-01-01483
Number of retired or separated participants receiving benefits2011-01-013
Total of all active and inactive participants2011-01-01486
2010: MATHESON TRUCKING HEALTH AND WELFARE PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01822
Total number of active participants reported on line 7a of the Form 55002010-01-01503
Number of retired or separated participants receiving benefits2010-01-0122
Number of other retired or separated participants entitled to future benefits2010-01-0110
Total of all active and inactive participants2010-01-01535
2009: MATHESON TRUCKING HEALTH AND WELFARE PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01793
Total number of active participants reported on line 7a of the Form 55002009-01-01822
Number of retired or separated participants receiving benefits2009-01-0111
Number of other retired or separated participants entitled to future benefits2009-01-010
Total of all active and inactive participants2009-01-01833

Financial Data on MATHESON TRUCKING HEALTH AND WELFARE PLAN

Measure Date Value
2022 : MATHESON TRUCKING HEALTH AND WELFARE PLAN 2022 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$469,792
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$327,835
Total income from all sources (including contributions)2022-12-31$5,555,006
Total of all expenses incurred2022-12-31$5,894,686
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$5,592,600
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$5,555,006
Value of total assets at end of year2022-12-31$1,729,363
Value of total assets at beginning of year2022-12-31$1,927,086
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$302,086
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Administrative expenses professional fees incurred2022-12-31$286,586
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,000,000
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$2,138,371
Participant contributions at end of year2022-12-31$69,108
Participant contributions at beginning of year2022-12-31$56,489
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$13,605
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$730,171
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$257,819
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$95,634
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$54,835
Administrative expenses (other) incurred2022-12-31$15,500
Liabilities. Value of operating payables at end of year2022-12-31$17,158
Liabilities. Value of operating payables at beginning of year2022-12-31$12,000
Total non interest bearing cash at end of year2022-12-31$784,472
Total non interest bearing cash at beginning of year2022-12-31$1,392,101
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-339,680
Value of net assets at end of year (total assets less liabilities)2022-12-31$1,259,571
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$1,599,251
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$913,436
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$3,403,030
Employer contributions (assets) at end of year2022-12-31$145,612
Employer contributions (assets) at beginning of year2022-12-31$220,677
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$4,679,164
Liabilities. Value of benefit claims payable at end of year2022-12-31$357,000
Liabilities. Value of benefit claims payable at beginning of year2022-12-31$261,000
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31CAMPBELL TAYLOR WASHBURN
Accountancy firm EIN2022-12-31680251243
2021 : MATHESON TRUCKING HEALTH AND WELFARE PLAN 2021 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$327,835
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$210,000
Total income from all sources (including contributions)2021-12-31$4,535,934
Total of all expenses incurred2021-12-31$5,024,244
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$4,734,291
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$4,535,934
Value of total assets at end of year2021-12-31$1,927,086
Value of total assets at beginning of year2021-12-31$2,297,561
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$289,953
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Administrative expenses professional fees incurred2021-12-31$267,892
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$1,429,927
Participant contributions at end of year2021-12-31$56,489
Participant contributions at beginning of year2021-12-31$48,952
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$16,898
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$257,819
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$54,107
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$54,835
Administrative expenses (other) incurred2021-12-31$22,061
Liabilities. Value of operating payables at end of year2021-12-31$12,000
Total non interest bearing cash at end of year2021-12-31$1,392,101
Total non interest bearing cash at beginning of year2021-12-31$2,044,965
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$-488,310
Value of net assets at end of year (total assets less liabilities)2021-12-31$1,599,251
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$2,087,561
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$816,311
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$3,089,109
Employer contributions (assets) at end of year2021-12-31$220,677
Employer contributions (assets) at beginning of year2021-12-31$149,537
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$3,917,980
Liabilities. Value of benefit claims payable at end of year2021-12-31$261,000
Liabilities. Value of benefit claims payable at beginning of year2021-12-31$210,000
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31CAMPBELL TAYLOR WASHBURN
Accountancy firm EIN2021-12-31680251243
2020 : MATHESON TRUCKING HEALTH AND WELFARE PLAN 2020 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$210,000
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$270,000
Total income from all sources (including contributions)2020-12-31$3,779,021
Total of all expenses incurred2020-12-31$3,608,537
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$3,309,036
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$3,779,021
Value of total assets at end of year2020-12-31$2,297,561
Value of total assets at beginning of year2020-12-31$2,187,077
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$299,501
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Administrative expenses professional fees incurred2020-12-31$299,501
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$703,512
Participant contributions at end of year2020-12-31$48,952
Participant contributions at beginning of year2020-12-31$112,077
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$26,917
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2020-12-31$2,539,362
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$54,107
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$604,264
Total non interest bearing cash at end of year2020-12-31$2,044,965
Total non interest bearing cash at beginning of year2020-12-31$1,094,737
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$170,484
Value of net assets at end of year (total assets less liabilities)2020-12-31$2,087,561
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$1,917,077
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$769,674
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$3,048,592
Employer contributions (assets) at end of year2020-12-31$149,537
Employer contributions (assets) at beginning of year2020-12-31$375,999
Liabilities. Value of benefit claims payable at end of year2020-12-31$210,000
Liabilities. Value of benefit claims payable at beginning of year2020-12-31$270,000
Did the plan have assets held for investment2020-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2020-12-31410746749
2019 : MATHESON TRUCKING HEALTH AND WELFARE PLAN 2019 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$270,000
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$270,000
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$1,785,049
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$1,785,049
Total income from all sources (including contributions)2019-12-31$4,151,779
Total income from all sources (including contributions)2019-12-31$4,151,779
Total of all expenses incurred2019-12-31$3,877,074
Total of all expenses incurred2019-12-31$3,877,074
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$3,587,257
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$3,587,257
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$4,151,779
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$4,151,779
Value of total assets at end of year2019-12-31$2,187,077
Value of total assets at beginning of year2019-12-31$3,427,421
Value of total assets at beginning of year2019-12-31$3,427,421
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$289,817
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$289,817
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Administrative expenses professional fees incurred2019-12-31$289,817
Administrative expenses professional fees incurred2019-12-31$289,817
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,000,000
Value of fidelity bond cover2019-12-31$1,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$681,437
Contributions received from participants2019-12-31$681,437
Participant contributions at end of year2019-12-31$112,077
Participant contributions at end of year2019-12-31$112,077
Participant contributions at beginning of year2019-12-31$53,917
Participant contributions at beginning of year2019-12-31$53,917
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$37,264
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$37,264
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2019-12-31$2,857,894
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2019-12-31$2,857,894
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$604,264
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$604,264
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$12,772
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$12,772
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$1,535,969
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$1,535,969
Liabilities. Value of operating payables at end of year2019-12-31$0
Liabilities. Value of operating payables at end of year2019-12-31$0
Liabilities. Value of operating payables at beginning of year2019-12-31$22,080
Liabilities. Value of operating payables at beginning of year2019-12-31$22,080
Total non interest bearing cash at end of year2019-12-31$1,094,737
Total non interest bearing cash at end of year2019-12-31$1,094,737
Total non interest bearing cash at beginning of year2019-12-31$3,225,458
Total non interest bearing cash at beginning of year2019-12-31$3,225,458
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$274,705
Value of net income/loss2019-12-31$274,705
Value of net assets at end of year (total assets less liabilities)2019-12-31$1,917,077
Value of net assets at end of year (total assets less liabilities)2019-12-31$1,917,077
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$1,642,372
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$1,642,372
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$729,363
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$729,363
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$3,433,078
Contributions received in cash from employer2019-12-31$3,433,078
Employer contributions (assets) at end of year2019-12-31$375,999
Employer contributions (assets) at end of year2019-12-31$375,999
Employer contributions (assets) at beginning of year2019-12-31$135,274
Employer contributions (assets) at beginning of year2019-12-31$135,274
Liabilities. Value of benefit claims payable at end of year2019-12-31$270,000
Liabilities. Value of benefit claims payable at end of year2019-12-31$270,000
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$227,000
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$227,000
Did the plan have assets held for investment2019-12-31No
Did the plan have assets held for investment2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31CLIFTONLARSONALLEN LLP
Accountancy firm name2019-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2019-12-31410746749
Accountancy firm EIN2019-12-31410746749
2018 : MATHESON TRUCKING HEALTH AND WELFARE PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$1,785,049
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$1,769,557
Total income from all sources (including contributions)2018-12-31$4,046,734
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$3,694,304
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$3,399,371
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$4,046,734
Value of total assets at end of year2018-12-31$3,427,421
Value of total assets at beginning of year2018-12-31$3,059,499
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$294,933
Total interest from all sources2018-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Administrative expenses professional fees incurred2018-12-31$22,973
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,000,000
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$681,053
Participant contributions at end of year2018-12-31$53,917
Participant contributions at beginning of year2018-12-31$75,188
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$110,741
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2018-12-31$2,630,119
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$12,772
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$103,034
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$1,535,969
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$1,469,158
Administrative expenses (other) incurred2018-12-31$104,838
Liabilities. Value of operating payables at end of year2018-12-31$22,080
Liabilities. Value of operating payables at beginning of year2018-12-31$64,399
Total non interest bearing cash at end of year2018-12-31$3,225,458
Total non interest bearing cash at beginning of year2018-12-31$2,601,819
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$352,430
Value of net assets at end of year (total assets less liabilities)2018-12-31$1,642,372
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$1,289,942
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$769,252
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$3,254,940
Employer contributions (assets) at end of year2018-12-31$135,274
Employer contributions (assets) at beginning of year2018-12-31$279,458
Contract administrator fees2018-12-31$167,122
Liabilities. Value of benefit claims payable at end of year2018-12-31$227,000
Liabilities. Value of benefit claims payable at beginning of year2018-12-31$236,000
Did the plan have assets held for investment2018-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31No
Opinion of an independent qualified public accountant for this plan2018-12-31Unqualified
Accountancy firm name2018-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2018-12-31410746749
2017 : MATHESON TRUCKING HEALTH AND WELFARE PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total transfer of assets to this plan2017-12-31$232,483
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$96,600
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$3,442,411
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$2,265,629
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$2,018,226
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$3,442,411
Value of total assets at end of year2017-12-31$2,806,548
Value of total assets at beginning of year2017-12-31$1,300,683
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$247,403
Total interest from all sources2017-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Administrative expenses professional fees incurred2017-12-31$96,600
Was this plan covered by a fidelity bond2017-12-31No
Value of fidelity bond cover2017-12-31$1,000,000
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$822,283
Participant contributions at end of year2017-12-31$70,166
Participant contributions at beginning of year2017-12-31$88,220
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$14,389
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2017-12-31$2,906,043
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$103,034
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$206,429
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$1,469,158
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$1,221,475
Administrative expenses (other) incurred2017-12-31$87,008
Liabilities. Value of operating payables at end of year2017-12-31$96,600
Liabilities. Value of operating payables at beginning of year2017-12-31$73,086
Total non interest bearing cash at end of year2017-12-31$2,477,465
Total non interest bearing cash at beginning of year2017-12-31$1,300,683
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$1,176,782
Value of net assets at end of year (total assets less liabilities)2017-12-31$2,709,948
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$1,300,683
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$2,018,226
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$2,620,128
Employer contributions (assets) at end of year2017-12-31$258,917
Employer contributions (assets) at beginning of year2017-12-31$296,242
Contract administrator fees2017-12-31$150,803
Liabilities. Value of benefit claims payable at end of year2017-12-31$236,000
Liabilities. Value of benefit claims payable at beginning of year2017-12-31$373,000
Did the plan have assets held for investment2017-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
Accountancy firm name2017-12-31GALLINA LLP
Accountancy firm EIN2017-12-31122345678
2016 : MATHESON TRUCKING HEALTH AND WELFARE PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$29,736,912
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$102,338,521
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$96,039,885
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$102,338,521
Value of total assets at end of year2016-12-31$36,035,548
Value of total assets at beginning of year2016-12-31$0
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$96,039,885
Total interest from all sources2016-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31No
Value of fidelity bond cover2016-12-31$1,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$959,955
Participant contributions at end of year2016-12-31$88,220
Participant contributions at beginning of year2016-12-31$69,774
Assets. Other investments not covered elsewhere at end of year2016-12-31$808,664
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$102,338,521
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2016-12-31$3,898,566
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$7,845,589
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$123,813
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$29,446,484
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$894,999
Administrative expenses (other) incurred2016-12-31$88,070,596
Liabilities. Value of operating payables at end of year2016-12-31$290,428
Liabilities. Value of operating payables at beginning of year2016-12-31$67,600
Total non interest bearing cash at end of year2016-12-31$7,830,878
Total non interest bearing cash at beginning of year2016-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$6,298,636
Value of net assets at end of year (total assets less liabilities)2016-12-31$6,298,636
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$0
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$961,555
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Assets. Value of employer real property at end of year2016-12-31$19,550,417
Contributions received in cash from employer2016-12-31$4,355,331
Employer contributions (assets) at end of year2016-12-31$296,242
Employer contributions (assets) at beginning of year2016-12-31$296,651
Contract administrator fees2016-12-31$7,969,289
Liabilities. Value of benefit claims payable at end of year2016-12-31$373,000
Liabilities. Value of benefit claims payable at beginning of year2016-12-31$342,000
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31GALLINA LLP
Accountancy firm EIN2016-12-31122345678

Form 5500 Responses for MATHESON TRUCKING HEALTH AND WELFARE PLAN

2022: MATHESON TRUCKING HEALTH AND WELFARE PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan funding arrangement – General assets of the sponsorYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2022-01-01Plan benefit arrangement – General assets of the sponsorYes
2021: MATHESON TRUCKING HEALTH AND WELFARE PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedYes
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan funding arrangement – General assets of the sponsorYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2021-01-01Plan benefit arrangement – General assets of the sponsorYes
2020: MATHESON TRUCKING HEALTH AND WELFARE PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan funding arrangement – General assets of the sponsorYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2020-01-01Plan benefit arrangement – General assets of the sponsorYes
2019: MATHESON TRUCKING HEALTH AND WELFARE PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan funding arrangement – General assets of the sponsorYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2019-01-01Plan benefit arrangement – General assets of the sponsorYes
2018: MATHESON TRUCKING HEALTH AND WELFARE PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan funding arrangement – General assets of the sponsorYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2018-01-01Plan benefit arrangement – General assets of the sponsorYes
2017: MATHESON TRUCKING HEALTH AND WELFARE PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan funding arrangement – General assets of the sponsorYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2017-01-01Plan benefit arrangement – General assets of the sponsorYes
2016: MATHESON TRUCKING HEALTH AND WELFARE PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan funding arrangement – General assets of the sponsorYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2016-01-01Plan benefit arrangement – General assets of the sponsorYes
2015: MATHESON TRUCKING HEALTH AND WELFARE PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
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: MATHESON TRUCKING HEALTH AND WELFARE PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
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: MATHESON TRUCKING HEALTH AND WELFARE PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
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: MATHESON TRUCKING HEALTH AND WELFARE PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – General assets of the sponsorYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement – General assets of the sponsorYes
2011: MATHESON TRUCKING HEALTH AND WELFARE PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – General assets of the sponsorYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement – General assets of the sponsorYes
2010: MATHESON TRUCKING HEALTH AND WELFARE PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – General assets of the sponsorYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement – General assets of the sponsorYes
2009: MATHESON TRUCKING HEALTH AND WELFARE PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – General assets of the sponsorYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement – General assets of the sponsorYes

Insurance Providers Used on plan

UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 )
Policy contract number877268
Policy instance 2
Insurance contract or identification number877268
Number of Individuals Covered323
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $17,240
Total amount of fees paid to insurance companyUSD $5,667
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
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
Welfare Benefit Premiums Paid to CarrierUSD $283,350
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $17,240
Amount paid for insurance broker fees5667
Additional information about fees paid to insurance brokerADDITIONAL COMPENSATION
Insurance broker organization code?3
GRANULAR INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 93521 )
Policy contract numberMATHESON
Policy instance 1
Insurance contract or identification numberMATHESON
Number of Individuals Covered364
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $6,069
Total amount of fees paid to insurance companyUSD $30,345
Welfare Benefit Premiums Paid to CarrierUSD $606,898
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?Yes
Commission paid to Insurance BrokerUSD $6,069
Amount paid for insurance broker fees30345
Additional information about fees paid to insurance brokerFEES
Insurance broker organization code?3
SYMETRA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68608 )
Policy contract number00
Policy instance 1
Insurance contract or identification number00
Number of Individuals Covered366
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $5,669
Total amount of fees paid to insurance companyUSD $19,362
Welfare Benefit Premiums Paid to CarrierUSD $566,903
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $5,669
Amount paid for insurance broker fees19362
Additional information about fees paid to insurance brokerGROUP ADMINISTRATIVE SUPPORT FEE
Insurance broker organization code?3
RELIASTAR LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67105 )
Policy contract number71996-0
Policy instance 2
Insurance contract or identification number71996-0
Number of Individuals Covered595
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $5,619
Total amount of fees paid to insurance companyUSD $28,094
Welfare Benefit Premiums Paid to CarrierUSD $561,886
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $5,619
Amount paid for insurance broker fees28094
Additional information about fees paid to insurance brokerADDITIONAL COMPENSATION
Insurance broker organization code?3
SYMETRA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68608 )
Policy contract number00
Policy instance 1
Insurance contract or identification number00
Number of Individuals Covered366
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?Yes
UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 )
Policy contract number877268
Policy instance 3
Insurance contract or identification number877268
Number of Individuals Covered366
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $14,421
Total amount of fees paid to insurance companyUSD $4,578
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
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
Welfare Benefit Premiums Paid to CarrierUSD $228,886
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $14,421
Amount paid for insurance broker fees4578
Additional information about fees paid to insurance brokerADDITIONAL COMPENSATION
Insurance broker organization code?3
UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 )
Policy contract number877268
Policy instance 2
Insurance contract or identification number877268
Number of Individuals Covered333
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $10,987
Total amount of fees paid to insurance companyUSD $3,572
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
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
Welfare Benefit Premiums Paid to CarrierUSD $176,159
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $10,987
Amount paid for insurance broker fees3572
Additional information about fees paid to insurance brokerADDITIONAL COMPENSATION
Insurance broker organization code?3
MANAGED HEALTH NETWORK (National Association of Insurance Commissioners NAIC id number: 52411 )
Policy contract number1359
Policy instance 1
Insurance contract or identification number1359
Number of Individuals Covered1938
Insurance policy start date2019-07-01
Insurance policy end date2020-06-30
Total amount of commissions paid to insurance brokerUSD $1,875
Total amount of fees paid to insurance companyUSD $0
Other welfare benefits providedEMPLOYEE ASSISTANCE PROGRAM
Welfare Benefit Premiums Paid to CarrierUSD $37,492
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,875
Amount paid for insurance broker fees0
Insurance broker organization code?3
UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 )
Policy contract number877268
Policy instance 2
Insurance contract or identification number877268
Number of Individuals Covered331
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $11,036
Total amount of fees paid to insurance companyUSD $8,412
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
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
Welfare Benefit Premiums Paid to CarrierUSD $169,842
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $11,036
Amount paid for insurance broker fees8412
Additional information about fees paid to insurance brokerADDITIONAL COMPENSATION
Insurance broker organization code?3
MANAGED HEALTH NETWORK (National Association of Insurance Commissioners NAIC id number: 52411 )
Policy contract number1359
Policy instance 1
Insurance contract or identification number1359
Number of Individuals Covered1938
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $1,833
Total amount of fees paid to insurance companyUSD $0
Other welfare benefits providedEMPLOYEE ASSISTANCE PROGRAM
Welfare Benefit Premiums Paid to CarrierUSD $36,659
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,833
Amount paid for insurance broker fees0
Insurance broker organization code?3
MANAGED HEALTH NETWORK (National Association of Insurance Commissioners NAIC id number: 52411 )
Policy contract number1359
Policy instance 2
Insurance contract or identification number1359
Number of Individuals Covered1476
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $1,884
Total amount of fees paid to insurance companyUSD $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 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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedEMPLOYEE ASSISTANCE PROGRAM
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 $37,687
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,884
Insurance broker organization code?3
SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 )
Policy contract number211327/235602
Policy instance 1
Insurance contract or identification number211327/235602
Number of Individuals Covered405
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $6,220
Total amount of fees paid to insurance companyUSD $3,275
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
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
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 $119,358
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $6,220
Amount paid for insurance broker fees3275
Additional information about fees paid to insurance brokerBONUS
Insurance broker organization code?3
MANAGED HEALTH NETWORK (National Association of Insurance Commissioners NAIC id number: 52411 )
Policy contract number1359
Policy instance 2
Insurance contract or identification number1359
Number of Individuals Covered1101
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $1,315
Total amount of fees paid to insurance companyUSD $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 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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedEMPLOYEE ASSISTANCE PROGRAM
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 $26,294
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,315
Insurance broker organization code?3
Insurance broker nameLOCKTON COMPANIES, LLC
SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 )
Policy contract number211327/235602
Policy instance 1
Insurance contract or identification number211327/235602
Number of Individuals Covered418
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $4,930
Total amount of fees paid to insurance companyUSD $2,725
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
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
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 $117,751
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $4,930
Insurance broker organization code?3
Amount paid for insurance broker fees2725
Additional information about fees paid to insurance brokerBONUS
Insurance broker nameLOCKTON COMPANIES, LLC

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