CLARK & ENERSEN, INC. has sponsored the creation of one or more 401k plans.
Additional information about CLARK & ENERSEN, INC.
Submission information for form 5500 for 401k plan CLARK & ENERSEN INC. WRAP PLAN
401k plan membership statisitcs for CLARK & ENERSEN INC. WRAP PLAN
| Measure | Date | Value |
|---|
| 2022: CLARK & ENERSEN INC. WRAP PLAN 2022 401k membership |
|---|
| Total participants, beginning-of-year | 2022-08-01 | 135 |
| Total number of active participants reported on line 7a of the Form 5500 | 2022-08-01 | 157 |
| Number of retired or separated participants receiving benefits | 2022-08-01 | 5 |
| Total of all active and inactive participants | 2022-08-01 | 162 |
| Total participants | 2022-08-01 | 162 |
| 2021: CLARK & ENERSEN INC. WRAP PLAN 2021 401k membership |
|---|
| Total participants, beginning-of-year | 2021-08-01 | 118 |
| Total number of active participants reported on line 7a of the Form 5500 | 2021-08-01 | 135 |
| Number of retired or separated participants receiving benefits | 2021-08-01 | 4 |
| Total of all active and inactive participants | 2021-08-01 | 139 |
| Total participants | 2021-08-01 | 139 |
| 2020: CLARK & ENERSEN INC. WRAP PLAN 2020 401k membership |
|---|
| Total participants, beginning-of-year | 2020-08-01 | 117 |
| Total number of active participants reported on line 7a of the Form 5500 | 2020-08-01 | 118 |
| Number of retired or separated participants receiving benefits | 2020-08-01 | 4 |
| Total of all active and inactive participants | 2020-08-01 | 122 |
| Total participants | 2020-08-01 | 122 |
| 2019: CLARK & ENERSEN INC. WRAP PLAN 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-08-01 | 112 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-08-01 | 117 |
| Number of retired or separated participants receiving benefits | 2019-08-01 | 3 |
| Total of all active and inactive participants | 2019-08-01 | 120 |
| Total participants | 2019-08-01 | 120 |
| 2018: CLARK & ENERSEN INC. WRAP PLAN 2018 401k membership |
|---|
| Total participants, beginning-of-year | 2018-08-01 | 103 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-08-01 | 112 |
| Number of retired or separated participants receiving benefits | 2018-08-01 | 4 |
| Total of all active and inactive participants | 2018-08-01 | 116 |
| Total participants | 2018-08-01 | 116 |
| 2022: CLARK & ENERSEN INC. WRAP PLAN 2022 form 5500 responses |
|---|
| 2022-08-01 | Type of plan entity | Single employer plan |
| 2022-08-01 | Plan funding arrangement – Insurance | Yes |
| 2022-08-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2022-08-01 | Plan benefit arrangement – Insurance | Yes |
| 2022-08-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
| 2021: CLARK & ENERSEN INC. WRAP PLAN 2021 form 5500 responses |
|---|
| 2021-08-01 | Type of plan entity | Single employer plan |
| 2021-08-01 | Plan funding arrangement – Insurance | Yes |
| 2021-08-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2021-08-01 | Plan benefit arrangement – Insurance | Yes |
| 2021-08-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
| 2020: CLARK & ENERSEN INC. WRAP PLAN 2020 form 5500 responses |
|---|
| 2020-08-01 | Type of plan entity | Single employer plan |
| 2020-08-01 | Plan funding arrangement – Insurance | Yes |
| 2020-08-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2020-08-01 | Plan benefit arrangement – Insurance | Yes |
| 2020-08-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
| 2019: CLARK & ENERSEN INC. WRAP PLAN 2019 form 5500 responses |
|---|
| 2019-08-01 | Type of plan entity | Single employer plan |
| 2019-08-01 | Plan funding arrangement – Insurance | Yes |
| 2019-08-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2019-08-01 | Plan benefit arrangement – Insurance | Yes |
| 2019-08-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
| 2018: CLARK & ENERSEN INC. WRAP PLAN 2018 form 5500 responses |
|---|
| 2018-08-01 | Type of plan entity | Single employer plan |
| 2018-08-01 | First time form 5500 has been submitted | Yes |
| 2018-08-01 | Plan funding arrangement – Insurance | Yes |
| 2018-08-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2018-08-01 | Plan benefit arrangement – Insurance | Yes |
| 2018-08-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
| UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 ) |
| Policy contract number | 112765 0800 |
| Policy instance | 7 |
| Insurance contract or identification number | 112765 0800 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2022-08-01 | | Insurance policy end date | 2023-01-01 | | Total amount of commissions paid to insurance broker | USD $325 | | Other welfare benefits provided | LONG TERM CARE | | Welfare Benefit Premiums Paid to Carrier | USD $1,269 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $325 | | Insurance broker organization code? | 3 |
|
| UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 ) |
| Policy contract number | 112765 0001 |
| Policy instance | 6 |
| Insurance contract or identification number | 112765 0001 | | Number of Individuals Covered | 24 | | Insurance policy start date | 2022-08-01 | | Insurance policy end date | 2023-01-01 | | Total amount of commissions paid to insurance broker | USD $1,068 | | Other welfare benefits provided | LONG TERM CARE | | Welfare Benefit Premiums Paid to Carrier | USD $5,746 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $1,068 | | Insurance broker organization code? | 3 |
|
| EYEMED VISION CARE (National Association of Insurance Commissioners NAIC id number: 71870 ) |
| Policy contract number | 10007101001 |
| Policy instance | 5 |
| Insurance contract or identification number | 10007101001 | | Number of Individuals Covered | 229 | | Insurance policy start date | 2022-08-01 | | Insurance policy end date | 2023-07-31 | | Total amount of commissions paid to insurance broker | USD $2,548 | | Vision Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $17,198 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $2,548 | | Insurance broker organization code? | 3 |
|
| AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 ) |
| Policy contract number | 0103760 |
| Policy instance | 4 |
| Insurance contract or identification number | 0103760 | | Number of Individuals Covered | 237 | | Insurance policy start date | 2022-08-01 | | Insurance policy end date | 2023-07-31 | | Total amount of commissions paid to insurance broker | USD $53,830 | | Health Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $1,207,023 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $53,830 | | Insurance broker organization code? | 3 |
|
| PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 ) |
| Policy contract number | 1160790 |
| Policy instance | 3 |
| Insurance contract or identification number | 1160790 | | Number of Individuals Covered | 218 | | Insurance policy start date | 2022-08-01 | | Insurance policy end date | 2023-07-31 | | Total amount of commissions paid to insurance broker | USD $6,103 | | Total amount of fees paid to insurance company | USD $5,360 | | Life Insurance Welfare Benefit | Yes | | Temporary Disability Insurance Welfare Benefit | Yes | | Long Term Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $56,915 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $6,103 | | Amount paid for insurance broker fees | 5360 | | Additional information about fees paid to insurance broker | BONUS | | Insurance broker organization code? | 3 |
|
| PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 ) |
| Policy contract number | 1160790 |
| Policy instance | 2 |
| Insurance contract or identification number | 1160790 | | Number of Individuals Covered | 157 | | Insurance policy start date | 2022-08-01 | | Insurance policy end date | 2023-07-31 | | Total amount of commissions paid to insurance broker | USD $495 | | Total amount of fees paid to insurance company | USD $529 | | Life Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $5,554 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $495 | | Amount paid for insurance broker fees | 529 | | Additional information about fees paid to insurance broker | BONUS | | Insurance broker organization code? | 3 |
|
| PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 ) |
| Policy contract number | 1160790 |
| Policy instance | 1 |
| Insurance contract or identification number | 1160790 | | Number of Individuals Covered | 287 | | Insurance policy start date | 2022-08-01 | | Insurance policy end date | 2023-07-31 | | Total amount of commissions paid to insurance broker | USD $3,638 | | Total amount of fees paid to insurance company | USD $7,163 | | Dental Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $85,793 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $3,638 | | Amount paid for insurance broker fees | 7163 | | Additional information about fees paid to insurance broker | BONUS | | Insurance broker organization code? | 3 |
|
| DELTA DENTAL OF NEBRASKA (National Association of Insurance Commissioners NAIC id number: 47091 ) |
| Policy contract number | 000327 |
| Policy instance | 1 |
| Insurance contract or identification number | 000327 | | Number of Individuals Covered | 269 | | Insurance policy start date | 2021-08-01 | | Insurance policy end date | 2022-07-31 | | Total amount of commissions paid to insurance broker | USD $8,065 | | Dental Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $81,679 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $8,065 | | Insurance broker organization code? | 3 |
|
| DELTA DENTAL OF NEBRASKA (National Association of Insurance Commissioners NAIC id number: 47091 ) |
| Policy contract number | 000327 |
| Policy instance | 1 |
| Insurance contract or identification number | 000327 | | Number of Individuals Covered | 226 | | Insurance policy start date | 2020-08-01 | | Insurance policy end date | 2021-07-31 | | Total amount of commissions paid to insurance broker | USD $7,438 | | Dental Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $74,482 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $7,438 | | Insurance broker organization code? | 3 |
|
| DELTA DENTAL OF NEBRASKA (National Association of Insurance Commissioners NAIC id number: 47091 ) |
| Policy contract number | 000327 |
| Policy instance | 1 |
| Insurance contract or identification number | 000327 | | Number of Individuals Covered | 228 | | Insurance policy start date | 2019-08-01 | | Insurance policy end date | 2020-07-31 | | Total amount of commissions paid to insurance broker | USD $4,626 | | Dental Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $68,948 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $4,626 | | Insurance broker organization code? | 3 |
|
| DELTA DENTAL OF NEBRASKA (National Association of Insurance Commissioners NAIC id number: 47091 ) |
| Policy contract number | 000327 |
| Policy instance | 1 |
| Insurance contract or identification number | 000327 | | Number of Individuals Covered | 214 | | Insurance policy start date | 2018-08-01 | | Insurance policy end date | 2019-07-31 | | Total amount of commissions paid to insurance broker | USD $5,722 | | Dental Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $63,338 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $5,722 | | Insurance broker organization code? | 3 |
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