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A. L. SCHUTZMAN COMPANY, INC. DISABILITY PLAN 401k Plan overview

Plan NameA. L. SCHUTZMAN COMPANY, INC. DISABILITY PLAN
Plan identification number 504

A. L. SCHUTZMAN COMPANY, INC. DISABILITY PLAN Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Long-term disability cover

401k Sponsoring company profile

A.L. SCHUTZMAN COMPANY has sponsored the creation of one or more 401k plans.

Company Name:A.L. SCHUTZMAN COMPANY
Employer identification number (EIN):390602420
NAIC Classification:424400

Form 5500 Filing Information

Submission information for form 5500 for 401k plan A. L. SCHUTZMAN COMPANY, INC. DISABILITY PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5042017-04-01JODIE YANKO
5042017-04-01JOEL D. KNUDSON, CFO2023-10-11
5042016-04-01JODIE YANKO
5042015-04-01SARA FOSS
5042014-04-01SARA FOSS

Plan Statistics for A. L. SCHUTZMAN COMPANY, INC. DISABILITY PLAN

401k plan membership statisitcs for A. L. SCHUTZMAN COMPANY, INC. DISABILITY PLAN

Measure Date Value
2017: A. L. SCHUTZMAN COMPANY, INC. DISABILITY PLAN 2017 401k membership
Total participants, beginning-of-year2017-04-01126
Total number of active participants reported on line 7a of the Form 55002017-04-01131
Total of all active and inactive participants2017-04-01131
Number of retired or separated participants receiving benefits2017-04-010
Number of other retired or separated participants entitled to future benefits2017-04-010
2016: A. L. SCHUTZMAN COMPANY, INC. DISABILITY PLAN 2016 401k membership
Total participants, beginning-of-year2016-04-01113
Total number of active participants reported on line 7a of the Form 55002016-04-01127
Total of all active and inactive participants2016-04-01127
2015: A. L. SCHUTZMAN COMPANY, INC. DISABILITY PLAN 2015 401k membership
Total participants, beginning-of-year2015-04-01108
Total number of active participants reported on line 7a of the Form 55002015-04-01114
Total of all active and inactive participants2015-04-01114
2014: A. L. SCHUTZMAN COMPANY, INC. DISABILITY PLAN 2014 401k membership
Total participants, beginning-of-year2014-04-01102
Total number of active participants reported on line 7a of the Form 55002014-04-01108
Number of retired or separated participants receiving benefits2014-04-010
Number of other retired or separated participants entitled to future benefits2014-04-010
Total of all active and inactive participants2014-04-01108

Form 5500 Responses for A. L. SCHUTZMAN COMPANY, INC. DISABILITY PLAN

2017: A. L. SCHUTZMAN COMPANY, INC. DISABILITY PLAN 2017 form 5500 responses
2017-04-01Type of plan entitySingle employer plan
2017-04-01Submission has been amendedNo
2017-04-01This submission is the final filingNo
2017-04-01This return/report is a short plan year return/report (less than 12 months)No
2017-04-01Plan is a collectively bargained planNo
2017-04-01Plan funding arrangement – InsuranceYes
2017-04-01Plan benefit arrangement – InsuranceYes
2016: A. L. SCHUTZMAN COMPANY, INC. DISABILITY PLAN 2016 form 5500 responses
2016-04-01Type of plan entitySingle employer plan
2016-04-01Submission has been amendedNo
2016-04-01This submission is the final filingNo
2016-04-01This return/report is a short plan year return/report (less than 12 months)No
2016-04-01Plan is a collectively bargained planNo
2016-04-01Plan funding arrangement – InsuranceYes
2016-04-01Plan benefit arrangement – InsuranceYes
2015: A. L. SCHUTZMAN COMPANY, INC. DISABILITY PLAN 2015 form 5500 responses
2015-04-01Type of plan entitySingle employer plan
2015-04-01Submission has been amendedNo
2015-04-01This submission is the final filingNo
2015-04-01This return/report is a short plan year return/report (less than 12 months)No
2015-04-01Plan is a collectively bargained planNo
2015-04-01Plan funding arrangement – InsuranceYes
2015-04-01Plan benefit arrangement – InsuranceYes
2014: A. L. SCHUTZMAN COMPANY, INC. DISABILITY PLAN 2014 form 5500 responses
2014-04-01Type of plan entitySingle employer plan
2014-04-01First time form 5500 has been submittedYes
2014-04-01Submission has been amendedNo
2014-04-01This submission is the final filingNo
2014-04-01This return/report is a short plan year return/report (less than 12 months)No
2014-04-01Plan is a collectively bargained planNo
2014-04-01Plan funding arrangement – InsuranceYes
2014-04-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 )
Policy contract number303279
Policy instance 1
Insurance contract or identification number303279
Number of Individuals Covered131
Insurance policy start date2017-04-01
Insurance policy end date2018-03-31
Total amount of commissions paid to insurance brokerUSD $2,919
Total amount of fees paid to insurance companyUSD $0
Long Term Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $31,266
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,919
Insurance broker organization code?3
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
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerCOMMISSIONS
Insurance broker nameM3 INSURANCE SOLUTIONS, INC.
UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 )
Policy contract number303279
Policy instance 1
Insurance contract or identification number303279
Number of Individuals Covered114
Insurance policy start date2015-04-01
Insurance policy end date2016-03-31
Total amount of commissions paid to insurance brokerUSD $3,267
Total amount of fees paid to insurance companyUSD $0
Long Term Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $25,459
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,267
Insurance broker organization code?3
Insurance broker nameM3 INSURANCE SOLUTIONS, INC.
UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 )
Policy contract number303279
Policy instance 1
Insurance contract or identification number303279
Number of Individuals Covered108
Insurance policy start date2014-04-01
Insurance policy end date2015-03-31
Total amount of commissions paid to insurance brokerUSD $3,020
Total amount of fees paid to insurance companyUSD $0
Long Term Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $22,755
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,020
Amount paid for insurance broker fees0
Insurance broker organization code?3
Insurance broker nameM3 INSURANCE SOLUTIONS, INC.

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