401k Plan data: STRATEGIC RESOURCES INC. LIFE-ADD PLAN plan

STRATEGIC RESOURCES INC. LIFE-ADD PLAN 401k Plan overview

Plan Name	STRATEGIC RESOURCES INC. LIFE-ADD PLAN
Plan identification number	501

STRATEGIC RESOURCES INC. LIFE-ADD PLAN Benefits

401k Plan Type	Welfare Benefit
Plan Features/Benefits	Health (other than dental or vision) Life insurance Death benefits (include travel accident but not life insurance) Unfunded, fully insured, or combination unfunded/insured welfare plan that will not file a Form 5500 for next plan year pursuant to 29 CFR 2520.104-20.

401k Sponsoring company profile

STRATEGIC RESOURCES INC. has sponsored the creation of one or more 401k plans.

Company Name: STRATEGIC RESOURCES INC.

Employer identification number (EIN): 541526169

NAIC Classification: 541600

Form 5500 Filing Information

Submission information for form 5500 for 401k plan STRATEGIC RESOURCES INC. LIFE-ADD PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
501 2020-06-01 ROSE MCELRATH-SLADE 2022-03-11
501 2019-06-01 MICHAEL SHEPLAK 2021-01-25
501 2014-05-01 ROSE MCERATH-SLADE
501 2014-05-01 ANITA LAWSON
501 2013-05-01 ANITA LAWSON
501 2012-05-01 ANTONINETTE WARD
501 2011-05-01 ROBIN COOK
501 2010-10-01 ROBIN COOK
501 2009-10-01 KIRBY COLLINS
501 2009-10-01 KIRBY COLLINS

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
501	2020-06-01	ROSE MCELRATH-SLADE	2022-03-11
501	2019-06-01	MICHAEL SHEPLAK	2021-01-25
501	2014-05-01	ROSE MCERATH-SLADE
501	2014-05-01	ANITA LAWSON
501	2013-05-01	ANITA LAWSON
501	2012-05-01	ANTONINETTE WARD
501	2011-05-01	ROBIN COOK
501	2010-10-01	ROBIN COOK
501	2009-10-01	KIRBY COLLINS
501	2009-10-01	KIRBY COLLINS

Plan Statistics for STRATEGIC RESOURCES INC. LIFE-ADD PLAN

401k plan membership statisitcs for STRATEGIC RESOURCES INC. LIFE-ADD PLAN

Measure Date Value
2020: STRATEGIC RESOURCES INC. LIFE-ADD PLAN 2020 401k membership
Total participants, beginning-of-year 2020-06-01 429
Total number of active participants reported on line 7a of the Form 5500 2020-06-01 95
Number of retired or separated participants receiving benefits 2020-06-01 0
Number of other retired or separated participants entitled to future benefits 2020-06-01 0
Total of all active and inactive participants 2020-06-01 95
Number of employers contributing to the scheme 2020-06-01 0
2019: STRATEGIC RESOURCES INC. LIFE-ADD PLAN 2019 401k membership
Total participants, beginning-of-year 2019-06-01 0
Total number of active participants reported on line 7a of the Form 5500 2019-06-01 0
Number of retired or separated participants receiving benefits 2019-06-01 0
Number of other retired or separated participants entitled to future benefits 2019-06-01 0
Total of all active and inactive participants 2019-06-01 0
Number of employers contributing to the scheme 2019-06-01 0
2014: STRATEGIC RESOURCES INC. LIFE-ADD PLAN 2014 401k membership
Total participants, beginning-of-year 2014-05-01 99
Total number of active participants reported on line 7a of the Form 5500 2014-05-01 99
Number of retired or separated participants receiving benefits 2014-05-01 1
Number of other retired or separated participants entitled to future benefits 2014-05-01 0
Total of all active and inactive participants 2014-05-01 100
2013: STRATEGIC RESOURCES INC. LIFE-ADD PLAN 2013 401k membership
Total participants, beginning-of-year 2013-05-01 262
Total number of active participants reported on line 7a of the Form 5500 2013-05-01 255
Number of retired or separated participants receiving benefits 2013-05-01 0
Number of other retired or separated participants entitled to future benefits 2013-05-01 0
Total of all active and inactive participants 2013-05-01 255
2012: STRATEGIC RESOURCES INC. LIFE-ADD PLAN 2012 401k membership
Total participants, beginning-of-year 2012-05-01 182
Total number of active participants reported on line 7a of the Form 5500 2012-05-01 306
Number of retired or separated participants receiving benefits 2012-05-01 0
Number of other retired or separated participants entitled to future benefits 2012-05-01 0
Total of all active and inactive participants 2012-05-01 306
2011: STRATEGIC RESOURCES INC. LIFE-ADD PLAN 2011 401k membership
Total participants, beginning-of-year 2011-05-01 241
Total number of active participants reported on line 7a of the Form 5500 2011-05-01 238
Number of retired or separated participants receiving benefits 2011-05-01 0
Number of other retired or separated participants entitled to future benefits 2011-05-01 0
Total of all active and inactive participants 2011-05-01 238
2010: STRATEGIC RESOURCES INC. LIFE-ADD PLAN 2010 401k membership
Total participants, beginning-of-year 2010-10-01 270
Total number of active participants reported on line 7a of the Form 5500 2010-10-01 241
Number of retired or separated participants receiving benefits 2010-10-01 0
Number of other retired or separated participants entitled to future benefits 2010-10-01 0
Total of all active and inactive participants 2010-10-01 241
2009: STRATEGIC RESOURCES INC. LIFE-ADD PLAN 2009 401k membership
Total participants, beginning-of-year 2009-10-01 306
Total number of active participants reported on line 7a of the Form 5500 2009-10-01 318
Number of retired or separated participants receiving benefits 2009-10-01 0
Number of other retired or separated participants entitled to future benefits 2009-10-01 0
Total of all active and inactive participants 2009-10-01 318

Measure	Date	Value
2020: STRATEGIC RESOURCES INC. LIFE-ADD PLAN 2020 401k membership
Total participants, beginning-of-year	2020-06-01	429
Total number of active participants reported on line 7a of the Form 5500	2020-06-01	95
Number of retired or separated participants receiving benefits	2020-06-01	0
Number of other retired or separated participants entitled to future benefits	2020-06-01	0
Total of all active and inactive participants	2020-06-01	95
Number of employers contributing to the scheme	2020-06-01	0
2019: STRATEGIC RESOURCES INC. LIFE-ADD PLAN 2019 401k membership
Total participants, beginning-of-year	2019-06-01	0
Total number of active participants reported on line 7a of the Form 5500	2019-06-01	0
Number of retired or separated participants receiving benefits	2019-06-01	0
Number of other retired or separated participants entitled to future benefits	2019-06-01	0
Total of all active and inactive participants	2019-06-01	0
Number of employers contributing to the scheme	2019-06-01	0
2014: STRATEGIC RESOURCES INC. LIFE-ADD PLAN 2014 401k membership
Total participants, beginning-of-year	2014-05-01	99
Total number of active participants reported on line 7a of the Form 5500	2014-05-01	99
Number of retired or separated participants receiving benefits	2014-05-01	1
Number of other retired or separated participants entitled to future benefits	2014-05-01	0
Total of all active and inactive participants	2014-05-01	100
2013: STRATEGIC RESOURCES INC. LIFE-ADD PLAN 2013 401k membership
Total participants, beginning-of-year	2013-05-01	262
Total number of active participants reported on line 7a of the Form 5500	2013-05-01	255
Number of retired or separated participants receiving benefits	2013-05-01	0
Number of other retired or separated participants entitled to future benefits	2013-05-01	0
Total of all active and inactive participants	2013-05-01	255
2012: STRATEGIC RESOURCES INC. LIFE-ADD PLAN 2012 401k membership
Total participants, beginning-of-year	2012-05-01	182
Total number of active participants reported on line 7a of the Form 5500	2012-05-01	306
Number of retired or separated participants receiving benefits	2012-05-01	0
Number of other retired or separated participants entitled to future benefits	2012-05-01	0
Total of all active and inactive participants	2012-05-01	306
2011: STRATEGIC RESOURCES INC. LIFE-ADD PLAN 2011 401k membership
Total participants, beginning-of-year	2011-05-01	241
Total number of active participants reported on line 7a of the Form 5500	2011-05-01	238
Number of retired or separated participants receiving benefits	2011-05-01	0
Number of other retired or separated participants entitled to future benefits	2011-05-01	0
Total of all active and inactive participants	2011-05-01	238
2010: STRATEGIC RESOURCES INC. LIFE-ADD PLAN 2010 401k membership
Total participants, beginning-of-year	2010-10-01	270
Total number of active participants reported on line 7a of the Form 5500	2010-10-01	241
Number of retired or separated participants receiving benefits	2010-10-01	0
Number of other retired or separated participants entitled to future benefits	2010-10-01	0
Total of all active and inactive participants	2010-10-01	241
2009: STRATEGIC RESOURCES INC. LIFE-ADD PLAN 2009 401k membership
Total participants, beginning-of-year	2009-10-01	306
Total number of active participants reported on line 7a of the Form 5500	2009-10-01	318
Number of retired or separated participants receiving benefits	2009-10-01	0
Number of other retired or separated participants entitled to future benefits	2009-10-01	0
Total of all active and inactive participants	2009-10-01	318

Form 5500 Responses for STRATEGIC RESOURCES INC. LIFE-ADD PLAN

2020: STRATEGIC RESOURCES INC. LIFE-ADD PLAN 2020 form 5500 responses
2020-06-01	Type of plan entity	Single employer plan
2020-06-01	Plan funding arrangement – Insurance	Yes
2020-06-01	Plan benefit arrangement – Insurance	Yes
2019: STRATEGIC RESOURCES INC. LIFE-ADD PLAN 2019 form 5500 responses
2019-06-01	Type of plan entity	Single employer plan
2019-06-01	Plan funding arrangement – Insurance	Yes
2019-06-01	Plan benefit arrangement – Insurance	Yes
2014: STRATEGIC RESOURCES INC. LIFE-ADD PLAN 2014 form 5500 responses
2014-05-01	Type of plan entity	Single employer plan
2014-05-01	Submission has been amended	Yes
2014-05-01	This submission is the final filing	No
2014-05-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-05-01	Plan is a collectively bargained plan	No
2014-05-01	Plan funding arrangement – Insurance	Yes
2014-05-01	Plan benefit arrangement – Insurance	Yes
2013: STRATEGIC RESOURCES INC. LIFE-ADD PLAN 2013 form 5500 responses
2013-05-01	Type of plan entity	Single employer plan
2013-05-01	Submission has been amended	No
2013-05-01	This submission is the final filing	No
2013-05-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-05-01	Plan is a collectively bargained plan	No
2013-05-01	Plan funding arrangement – Insurance	Yes
2013-05-01	Plan benefit arrangement – Insurance	Yes
2012: STRATEGIC RESOURCES INC. LIFE-ADD PLAN 2012 form 5500 responses
2012-05-01	Type of plan entity	Single employer plan
2012-05-01	Submission has been amended	No
2012-05-01	This submission is the final filing	No
2012-05-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-05-01	Plan is a collectively bargained plan	No
2012-05-01	Plan funding arrangement – Insurance	Yes
2012-05-01	Plan benefit arrangement – Insurance	Yes
2011: STRATEGIC RESOURCES INC. LIFE-ADD PLAN 2011 form 5500 responses
2011-05-01	Type of plan entity	Single employer plan
2011-05-01	Submission has been amended	No
2011-05-01	This submission is the final filing	No
2011-05-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-05-01	Plan is a collectively bargained plan	No
2011-05-01	Plan funding arrangement – Insurance	Yes
2011-05-01	Plan benefit arrangement – Insurance	Yes
2010: STRATEGIC RESOURCES INC. LIFE-ADD PLAN 2010 form 5500 responses
2010-10-01	Type of plan entity	Single employer plan
2010-10-01	Submission has been amended	No
2010-10-01	This submission is the final filing	No
2010-10-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2010-10-01	Plan is a collectively bargained plan	No
2010-10-01	Plan funding arrangement – Insurance	Yes
2010-10-01	Plan benefit arrangement – Insurance	Yes
2009: STRATEGIC RESOURCES INC. LIFE-ADD PLAN 2009 form 5500 responses
2009-10-01	Type of plan entity	Single employer plan
2009-10-01	Submission has been amended	Yes
2009-10-01	This submission is the final filing	No
2009-10-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-10-01	Plan is a collectively bargained plan	No
2009-10-01	Plan funding arrangement – Insurance	Yes
2009-10-01	Plan benefit arrangement – Insurance	Yes

Insurance Providers Used on plan

UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 )

Policy contract number

307870

Policy instance

Insurance contract or identification number	307870
Number of Individuals Covered	95
Insurance policy start date	2020-06-01
Insurance policy end date	2021-05-31
Total amount of commissions paid to insurance broker	USD $1,299
Total amount of fees paid to insurance company	USD $0
Life Insurance Welfare Benefit	Yes
Other welfare benefits provided	ACCIDENTAL DEATH AND DISMEMBERMENT
Welfare Benefit Premiums Paid to Carrier	USD $19,903
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $866
Amount paid for insurance broker fees	0
Insurance broker organization code?	3

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65675 )

Policy contract number

10176809

Policy instance

Insurance contract or identification number	10176809
Number of Individuals Covered	429
Insurance policy start date	2019-06-01
Insurance policy end date	2020-05-31
Total amount of commissions paid to insurance broker	USD $6,264
Total amount of fees paid to insurance company	USD $1,813
Life Insurance Welfare Benefit	Yes
Other welfare benefits provided	ACCIDENTAL DEATH AND DISMEMBERMENT
Welfare Benefit Premiums Paid to Carrier	USD $62,638
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $6,264
Amount paid for insurance broker fees	1813
Additional information about fees paid to insurance broker	BROKER BONUIS
Insurance broker organization code?	3

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Company Name:	STRATEGIC RESOURCES INC.
Employer identification number (EIN):	541526169
NAIC Classification:	541600