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PERSONAL ACCIDENT INSURANCE 401k Plan overview

Plan NamePERSONAL ACCIDENT INSURANCE
Plan identification number 503

PERSONAL ACCIDENT INSURANCE Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Death benefits (include travel accident but not life insurance)

401k Sponsoring company profile

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

Company Name:HILTI, INC.
Employer identification number (EIN):060732334
NAIC Classification:423700

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PERSONAL ACCIDENT INSURANCE

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5032023-01-01
5032022-01-01
5032021-01-01
5032020-01-01
5032019-01-01
5032019-01-01
5032018-01-01
5032017-01-01DAVID SIRES
5032016-01-01DAVID SIRES
5032015-01-01DAVID SIRES
5032014-01-01DAVID SIRES
5032013-01-01DAVID SIRES
5032012-01-01DAVID SIRES
5032011-01-01DAVID SIRES
5032009-01-01DAVID SIRES, VICE PRESIDENT, TAX

Plan Statistics for PERSONAL ACCIDENT INSURANCE

401k plan membership statisitcs for PERSONAL ACCIDENT INSURANCE

Measure Date Value
2023: PERSONAL ACCIDENT INSURANCE 2023 401k membership
Total participants, beginning-of-year2023-01-01949
Total number of active participants reported on line 7a of the Form 55002023-01-01924
Total of all active and inactive participants2023-01-01924
Total participants2023-01-01924
2022: PERSONAL ACCIDENT INSURANCE 2022 401k membership
Total participants, beginning-of-year2022-01-01947
Total number of active participants reported on line 7a of the Form 55002022-01-01941
Total of all active and inactive participants2022-01-01941
Total participants2022-01-01941
2021: PERSONAL ACCIDENT INSURANCE 2021 401k membership
Total participants, beginning-of-year2021-01-01974
Total number of active participants reported on line 7a of the Form 55002021-01-01947
Total of all active and inactive participants2021-01-01947
Total participants2021-01-01947
2020: PERSONAL ACCIDENT INSURANCE 2020 401k membership
Total participants, beginning-of-year2020-01-011,013
Total number of active participants reported on line 7a of the Form 55002020-01-01977
Total of all active and inactive participants2020-01-01977
Total participants2020-01-01977
2019: PERSONAL ACCIDENT INSURANCE 2019 401k membership
Total participants, beginning-of-year2019-01-011,075
Total number of active participants reported on line 7a of the Form 55002019-01-011,012
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 participants2019-01-011,012
Total participants2019-01-011,012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
2018: PERSONAL ACCIDENT INSURANCE 2018 401k membership
Total participants, beginning-of-year2018-01-011,089
Total number of active participants reported on line 7a of the Form 55002018-01-011,076
Total of all active and inactive participants2018-01-011,076
Total participants2018-01-010
2017: PERSONAL ACCIDENT INSURANCE 2017 401k membership
Total participants, beginning-of-year2017-01-011,084
Total number of active participants reported on line 7a of the Form 55002017-01-011,044
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 participants2017-01-011,044
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-011,044
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: PERSONAL ACCIDENT INSURANCE 2016 401k membership
Total participants, beginning-of-year2016-01-01945
Total number of active participants reported on line 7a of the Form 55002016-01-011,073
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-011,073
2015: PERSONAL ACCIDENT INSURANCE 2015 401k membership
Total participants, beginning-of-year2015-01-01818
Total number of active participants reported on line 7a of the Form 55002015-01-01939
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 participants2015-01-01939
2014: PERSONAL ACCIDENT INSURANCE 2014 401k membership
Total participants, beginning-of-year2014-01-01812
Total number of active participants reported on line 7a of the Form 55002014-01-01818
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 participants2014-01-01818
2013: PERSONAL ACCIDENT INSURANCE 2013 401k membership
Total participants, beginning-of-year2013-01-01813
Total number of active participants reported on line 7a of the Form 55002013-01-01812
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 participants2013-01-01812
2012: PERSONAL ACCIDENT INSURANCE 2012 401k membership
Total participants, beginning-of-year2012-01-01933
Total number of active participants reported on line 7a of the Form 55002012-01-01813
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 participants2012-01-01813
2011: PERSONAL ACCIDENT INSURANCE 2011 401k membership
Total participants, beginning-of-year2011-01-01967
Total number of active participants reported on line 7a of the Form 55002011-01-01933
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-010
Total of all active and inactive participants2011-01-01933
2009: PERSONAL ACCIDENT INSURANCE 2009 401k membership
Total participants, beginning-of-year2009-01-011,062
Total number of active participants reported on line 7a of the Form 55002009-01-011,049
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-010
Total of all active and inactive participants2009-01-011,049

Form 5500 Responses for PERSONAL ACCIDENT INSURANCE

2023: PERSONAL ACCIDENT INSURANCE 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Plan funding arrangement – InsuranceYes
2023-01-01Plan benefit arrangement – InsuranceYes
2022: PERSONAL ACCIDENT INSURANCE 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan benefit arrangement – InsuranceYes
2021: PERSONAL ACCIDENT INSURANCE 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan benefit arrangement – InsuranceYes
2020: PERSONAL ACCIDENT INSURANCE 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan benefit arrangement – InsuranceYes
2019: PERSONAL ACCIDENT INSURANCE 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedYes
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan benefit arrangement – InsuranceYes
2018: PERSONAL ACCIDENT INSURANCE 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan benefit arrangement – InsuranceYes
2017: PERSONAL ACCIDENT INSURANCE 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan benefit arrangement – InsuranceYes
2016: PERSONAL ACCIDENT INSURANCE 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 benefit arrangement – InsuranceYes
2015: PERSONAL ACCIDENT INSURANCE 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 benefit arrangement – InsuranceYes
2014: PERSONAL ACCIDENT INSURANCE 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 benefit arrangement – InsuranceYes
2013: PERSONAL ACCIDENT INSURANCE 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 benefit arrangement – InsuranceYes
2012: PERSONAL ACCIDENT INSURANCE 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 benefit arrangement – InsuranceYes
2011: PERSONAL ACCIDENT INSURANCE 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan benefit arrangement – InsuranceYes
2009: PERSONAL ACCIDENT INSURANCE 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 benefit arrangement – InsuranceYes

Insurance Providers Used on plan

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65675 )
Policy contract numberSA2-890-466112
Policy instance 1
Insurance contract or identification numberSA2-890-466112
Number of Individuals Covered924
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Total amount of fees paid to insurance companyUSD $15,344
Other welfare benefits providedACCIDENTAL DEATH BENEFIT
Welfare Benefit Premiums Paid to CarrierUSD $80,281
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65675 )
Policy contract numberSA2-890-466112
Policy instance 1
Insurance contract or identification numberSA2-890-466112
Number of Individuals Covered941
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $2,297
Total amount of fees paid to insurance companyUSD $2,840
Other welfare benefits providedACCIDENTAL DEATH BENEFIT
Welfare Benefit Premiums Paid to CarrierUSD $77,890
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,144
Amount paid for insurance broker fees390
Additional information about fees paid to insurance brokerOTHER
Insurance broker organization code?3
GERBER LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70939 )
Policy contract numberPAI-2028
Policy instance 1
Insurance contract or identification numberPAI-2028
Number of Individuals Covered947
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Other welfare benefits providedACCIDENTAL DEATH BENEFIT
Welfare Benefit Premiums Paid to CarrierUSD $77,649
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
GERBER LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70939 )
Policy contract numberPAI-2028
Policy instance 1
Insurance contract or identification numberPAI-2028
Number of Individuals Covered977
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Other welfare benefits providedACCIDENTAL DEATH BENEFIT
Welfare Benefit Premiums Paid to CarrierUSD $79,716
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
GERBER LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70939 )
Policy contract numberPAI-2028
Policy instance 1
Insurance contract or identification numberPAI-2028
Number of Individuals Covered1012
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Other welfare benefits providedACCIDENTAL DEATH BENEFIT
Welfare Benefit Premiums Paid to CarrierUSD $81,946
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
GERBER LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70939 )
Policy contract numberPAI-2028
Policy instance 1
Insurance contract or identification numberPAI-2028
Number of Individuals Covered1076
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Other welfare benefits providedACCIDENTAL DEATH BENEFIT
Welfare Benefit Premiums Paid to CarrierUSD $101,306
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
GERBER LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70939 )
Policy contract numberPAI-2028
Policy instance 1
Insurance contract or identification numberPAI-2028
Number of Individuals Covered1044
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Other welfare benefits providedACCIDENTAL DEATH BENEFIT
Welfare Benefit Premiums Paid to CarrierUSD $89,670
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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