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CLEVELAND BROTHERS TRAVEL ACCIDENTAL DEATH & DISMEMBERMENT PLAN 401k Plan overview

Plan NameCLEVELAND BROTHERS TRAVEL ACCIDENTAL DEATH & DISMEMBERMENT PLAN
Plan identification number 505

CLEVELAND BROTHERS TRAVEL ACCIDENTAL DEATH & DISMEMBERMENT PLAN Benefits

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

401k Sponsoring company profile

CLEVELAND BROTHERS EQUIPMENT CO INC has sponsored the creation of one or more 401k plans.

Company Name:CLEVELAND BROTHERS EQUIPMENT CO INC
Employer identification number (EIN):231303465
NAIC Classification:423800

Additional information about CLEVELAND BROTHERS EQUIPMENT CO INC

Jurisdiction of Incorporation: State of Delaware Division of Corporations
Incorporation Date:
Company Identification Number: 418527

More information about CLEVELAND BROTHERS EQUIPMENT CO INC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CLEVELAND BROTHERS TRAVEL ACCIDENTAL DEATH & DISMEMBERMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5052023-01-01JOSEPH A BURGESS2024-07-19
5052022-01-01JOSEPH J LUNDY2023-07-12
5052021-01-01JOSEPH J. LUNDY2022-06-27
5052020-01-01JOSEPH LUNDY2021-07-01
5052019-01-01
5052018-01-01JOSEPH J.LUNDY, SR VICE PRES.CFO2019-03-18 JOSEPH J.LUNDY, SR VICE PRES.CFO2019-03-18
5052017-01-01JOSEPH J.LUNDY, SR VICE PRES.CFO2018-03-08 JOSEPH J.LUNDY, SR VICE PRES.CFO2018-03-08
5052016-01-01JOSEPH J.LUNDY, SR VICE PRES.CFO2017-04-20 JOSEPH J.LUNDY, SR VICE PRES.CFO2017-04-20
5052015-01-01JOSEPH J.LUNDY, SR VICE PRES.CFO2016-04-21 JOSEPH J.LUNDY, SR VICE PRES.CFO2016-04-21
5052014-01-01JOSEPH J.LUNDY, SR VICE PRES.CFO2015-05-21 JOSEPH J.LUNDY, SR VICE PRES.CFO2015-05-21
5052014-01-01JOSEPH J.LUNDY, SR VICE PRES.CFO2015-05-21 JOSEPH J.LUNDY, SR VICE PRES.CFO2015-05-21
5052013-01-01JOSEPH J.LUNDY, SR VICE PRES.CFO2014-05-22 JOSEPH J.LUNDY, SR VICE PRES.CFO2014-05-22
5052012-01-01JOSEPH J.LUNDY, SR VICE PRES.CFO2013-04-25 JOSEPH J.LUNDY, SR VICE PRES.CFO2013-04-25
5052011-01-01JOSEPH J.LUNDY, SR VICE PRES.CFO2012-05-18 JOSEPH J.LUNDY, SR VICE PRES.CFO2012-05-18
5052010-01-01JOSEPH J.LUNDY, SR VICE PRES.CFO2011-05-20 JOSEPH J.LUNDY, SR VICE PRES.CFO2011-05-20
5052009-01-01JOSEPH J. LUNDY, SR. VP.FINANCECFO2010-06-15 JOSEPH J. LUNDY, SR. VP.FINANCECFO2010-06-15

Plan Statistics for CLEVELAND BROTHERS TRAVEL ACCIDENTAL DEATH & DISMEMBERMENT PLAN

401k plan membership statisitcs for CLEVELAND BROTHERS TRAVEL ACCIDENTAL DEATH & DISMEMBERMENT PLAN

Measure Date Value
2023: CLEVELAND BROTHERS TRAVEL ACCIDENTAL DEATH & DISMEMBERMENT PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-011,372
Total number of active participants reported on line 7a of the Form 55002023-01-011,379
Number of retired or separated participants receiving benefits2023-01-010
Number of other retired or separated participants entitled to future benefits2023-01-010
Total of all active and inactive participants2023-01-011,379
Number of employers contributing to the scheme2023-01-010
2022: CLEVELAND BROTHERS TRAVEL ACCIDENTAL DEATH & DISMEMBERMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-011,372
Total number of active participants reported on line 7a of the Form 55002022-01-011,372
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 participants2022-01-011,372
2021: CLEVELAND BROTHERS TRAVEL ACCIDENTAL DEATH & DISMEMBERMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-011,372
Total number of active participants reported on line 7a of the Form 55002021-01-011,372
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 participants2021-01-011,372
2020: CLEVELAND BROTHERS TRAVEL ACCIDENTAL DEATH & DISMEMBERMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-011,335
Total number of active participants reported on line 7a of the Form 55002020-01-011,372
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 participants2020-01-011,372
2019: CLEVELAND BROTHERS TRAVEL ACCIDENTAL DEATH & DISMEMBERMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-011,290
Total number of active participants reported on line 7a of the Form 55002019-01-011,335
Total of all active and inactive participants2019-01-011,335
Total participants2019-01-011,335
2018: CLEVELAND BROTHERS TRAVEL ACCIDENTAL DEATH & DISMEMBERMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-011,241
Total number of active participants reported on line 7a of the Form 55002018-01-011,290
Total of all active and inactive participants2018-01-011,290
Total participants2018-01-011,290
2017: CLEVELAND BROTHERS TRAVEL ACCIDENTAL DEATH & DISMEMBERMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-011,241
Total number of active participants reported on line 7a of the Form 55002017-01-011,241
Total of all active and inactive participants2017-01-011,241
Total participants2017-01-011,241
2016: CLEVELAND BROTHERS TRAVEL ACCIDENTAL DEATH & DISMEMBERMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-011,340
Total number of active participants reported on line 7a of the Form 55002016-01-011,340
Total of all active and inactive participants2016-01-011,340
Total participants2016-01-011,340
2015: CLEVELAND BROTHERS TRAVEL ACCIDENTAL DEATH & DISMEMBERMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-011,340
Total number of active participants reported on line 7a of the Form 55002015-01-011,340
Total of all active and inactive participants2015-01-011,340
Total participants2015-01-011,340
2014: CLEVELAND BROTHERS TRAVEL ACCIDENTAL DEATH & DISMEMBERMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-011,240
Total number of active participants reported on line 7a of the Form 55002014-01-011,340
Total of all active and inactive participants2014-01-011,340
Total participants2014-01-011,340
2013: CLEVELAND BROTHERS TRAVEL ACCIDENTAL DEATH & DISMEMBERMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-011,322
Total number of active participants reported on line 7a of the Form 55002013-01-011,240
Total of all active and inactive participants2013-01-011,240
Total participants2013-01-011,240
2012: CLEVELAND BROTHERS TRAVEL ACCIDENTAL DEATH & DISMEMBERMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-011,104
Total number of active participants reported on line 7a of the Form 55002012-01-011,322
Total of all active and inactive participants2012-01-011,322
Total participants2012-01-011,322
2011: CLEVELAND BROTHERS TRAVEL ACCIDENTAL DEATH & DISMEMBERMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-011,145
Total number of active participants reported on line 7a of the Form 55002011-01-011,104
Total of all active and inactive participants2011-01-011,104
Total participants2011-01-011,104
2010: CLEVELAND BROTHERS TRAVEL ACCIDENTAL DEATH & DISMEMBERMENT PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-011,156
Total number of active participants reported on line 7a of the Form 55002010-01-011,145
Total of all active and inactive participants2010-01-011,145
Total participants2010-01-011,145
2009: CLEVELAND BROTHERS TRAVEL ACCIDENTAL DEATH & DISMEMBERMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-011,366
Total number of active participants reported on line 7a of the Form 55002009-01-011,156
Number of other retired or separated participants entitled to future benefits2009-01-010
Total of all active and inactive participants2009-01-011,156
Total participants2009-01-011,156

Form 5500 Responses for CLEVELAND BROTHERS TRAVEL ACCIDENTAL DEATH & DISMEMBERMENT PLAN

2023: CLEVELAND BROTHERS TRAVEL ACCIDENTAL DEATH & DISMEMBERMENT PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Plan is a collectively bargained planYes
2023-01-01Plan funding arrangement – InsuranceYes
2023-01-01Plan benefit arrangement – InsuranceYes
2022: CLEVELAND BROTHERS TRAVEL ACCIDENTAL DEATH & DISMEMBERMENT PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planYes
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan benefit arrangement – InsuranceYes
2021: CLEVELAND BROTHERS TRAVEL ACCIDENTAL DEATH & DISMEMBERMENT PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planYes
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan benefit arrangement – InsuranceYes
2020: CLEVELAND BROTHERS TRAVEL ACCIDENTAL DEATH & DISMEMBERMENT PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planYes
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan benefit arrangement – InsuranceYes
2019: CLEVELAND BROTHERS TRAVEL ACCIDENTAL DEATH & DISMEMBERMENT PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan benefit arrangement – InsuranceYes
2018: CLEVELAND BROTHERS TRAVEL ACCIDENTAL DEATH & DISMEMBERMENT PLAN 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: CLEVELAND BROTHERS TRAVEL ACCIDENTAL DEATH & DISMEMBERMENT PLAN 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: CLEVELAND BROTHERS TRAVEL ACCIDENTAL DEATH & DISMEMBERMENT PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan benefit arrangement – InsuranceYes
2015: CLEVELAND BROTHERS TRAVEL ACCIDENTAL DEATH & DISMEMBERMENT PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan benefit arrangement – InsuranceYes
2014: CLEVELAND BROTHERS TRAVEL ACCIDENTAL DEATH & DISMEMBERMENT PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedYes
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan benefit arrangement – InsuranceYes
2013: CLEVELAND BROTHERS TRAVEL ACCIDENTAL DEATH & DISMEMBERMENT PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan benefit arrangement – InsuranceYes
2012: CLEVELAND BROTHERS TRAVEL ACCIDENTAL DEATH & DISMEMBERMENT PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan benefit arrangement – InsuranceYes
2011: CLEVELAND BROTHERS TRAVEL ACCIDENTAL DEATH & DISMEMBERMENT PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan benefit arrangement – InsuranceYes
2010: CLEVELAND BROTHERS TRAVEL ACCIDENTAL DEATH & DISMEMBERMENT PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan benefit arrangement – InsuranceYes
2009: CLEVELAND BROTHERS TRAVEL ACCIDENTAL DEATH & DISMEMBERMENT PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01This submission is the final filingNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

ZURICH AMERICAN INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 16535 )
Policy contract numberGTU2092701
Policy instance 1
Insurance contract or identification numberGTU2092701
Number of Individuals Covered1379
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Total amount of commissions paid to insurance brokerUSD $2,528
Total amount of fees paid to insurance companyUSD $0
Other welfare benefits providedBUSINESS TRAVEL ACCIDENT
Welfare Benefit Premiums Paid to CarrierUSD $10,110
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
ZURICH AMERICAN INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 16535 )
Policy contract numberGTU2092701
Policy instance 1
Insurance contract or identification numberGTU2092701
Number of Individuals Covered1372
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $2,462
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 providedBUSINESS TRAVEL ACCIDENT
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 $9,846
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,462
Insurance broker organization code?3
ZURICH AMERICAN INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 16535 )
Policy contract numberGTU2092701
Policy instance 1
Insurance contract or identification numberGTU2092701
Number of Individuals Covered1372
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $2,462
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 providedBUSINESS TRAVEL ACCIDENT
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 $9,846
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,462
Insurance broker organization code?3
ZURICH AMERICAN INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 16535 )
Policy contract numberGTU2092701
Policy instance 1
Insurance contract or identification numberGTU2092701
Number of Individuals Covered1372
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $2,462
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 providedBUSINESS TRAVEL ACCIDENT
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 $9,846
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,462
Insurance broker organization code?3
ZURICH AMERICAN INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 16535 )
Policy contract numberGTU2092701
Policy instance 1
Insurance contract or identification numberGTU2092701
Number of Individuals Covered1335
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $2,462
Total amount of fees paid to insurance companyUSD $0
Welfare Benefit Premiums Paid to CarrierUSD $9,846
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,462
Insurance broker organization code?3
ZURICH AMERICAN INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 16535 )
Policy contract numberGTU2092701
Policy instance 1
Insurance contract or identification numberGTU2092701
Number of Individuals Covered1290
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $2,462
Total amount of fees paid to insurance companyUSD $0
Welfare Benefit Premiums Paid to CarrierUSD $9,846
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,462
Insurance broker organization code?3
ZURICH AMERICAN INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 16535 )
Policy contract numberGTU2092701
Policy instance 1
Insurance contract or identification numberGTU2092701
Number of Individuals Covered1241
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $2,462
Total amount of fees paid to insurance companyUSD $0
Welfare Benefit Premiums Paid to CarrierUSD $9,846
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,462
Insurance broker organization code?3
Insurance broker nameMERCER HEALTH & BENEFITS

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