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RILEY BROTHERS, INC. HEALTH AND WELFARE PLAN 401k Plan overview

Plan NameRILEY BROTHERS, INC. HEALTH AND WELFARE PLAN
Plan identification number 501

RILEY BROTHERS, INC. HEALTH AND WELFARE PLAN Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Health (other than dental or vision)
  • Dental
  • Vision

401k Sponsoring company profile

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

Company Name:RILEY BROTHERS, INC.
Employer identification number (EIN):010558853
NAIC Classification:236200

Form 5500 Filing Information

Submission information for form 5500 for 401k plan RILEY BROTHERS, INC. HEALTH AND WELFARE PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5012020-08-15CAITLIN PALERMO2022-03-03
5012019-08-15CAITLIN PALERMO2021-03-03
5012018-08-15CAITLIN PALERMO2020-02-24
5012017-08-15
5012016-08-15
5012015-08-15CAITLIN PALERMO
5012014-08-15
5012014-08-15CAITLIN PALERMO
5012013-08-15CAITLIN PALERMO

Plan Statistics for RILEY BROTHERS, INC. HEALTH AND WELFARE PLAN

401k plan membership statisitcs for RILEY BROTHERS, INC. HEALTH AND WELFARE PLAN

Measure Date Value
2020: RILEY BROTHERS, INC. HEALTH AND WELFARE PLAN 2020 401k membership
Total participants, beginning-of-year2020-08-15150
Total number of active participants reported on line 7a of the Form 55002020-08-150
Number of retired or separated participants receiving benefits2020-08-150
Number of other retired or separated participants entitled to future benefits2020-08-150
Total of all active and inactive participants2020-08-150
Number of employers contributing to the scheme2020-08-150
2019: RILEY BROTHERS, INC. HEALTH AND WELFARE PLAN 2019 401k membership
Total participants, beginning-of-year2019-08-15147
Total number of active participants reported on line 7a of the Form 55002019-08-15149
Number of retired or separated participants receiving benefits2019-08-151
Number of other retired or separated participants entitled to future benefits2019-08-150
Total of all active and inactive participants2019-08-15150
Number of employers contributing to the scheme2019-08-150
2018: RILEY BROTHERS, INC. HEALTH AND WELFARE PLAN 2018 401k membership
Total participants, beginning-of-year2018-08-15134
Total number of active participants reported on line 7a of the Form 55002018-08-15153
Number of retired or separated participants receiving benefits2018-08-150
Number of other retired or separated participants entitled to future benefits2018-08-150
Total of all active and inactive participants2018-08-15153
Number of employers contributing to the scheme2018-08-150
2017: RILEY BROTHERS, INC. HEALTH AND WELFARE PLAN 2017 401k membership
Total participants, beginning-of-year2017-08-15132
Total number of active participants reported on line 7a of the Form 55002017-08-15132
Number of retired or separated participants receiving benefits2017-08-151
Number of other retired or separated participants entitled to future benefits2017-08-150
Total of all active and inactive participants2017-08-15133
Number of employers contributing to the scheme2017-08-150
2016: RILEY BROTHERS, INC. HEALTH AND WELFARE PLAN 2016 401k membership
Total participants, beginning-of-year2016-08-15120
Total number of active participants reported on line 7a of the Form 55002016-08-15132
Number of retired or separated participants receiving benefits2016-08-150
Number of other retired or separated participants entitled to future benefits2016-08-150
Total of all active and inactive participants2016-08-15132
2015: RILEY BROTHERS, INC. HEALTH AND WELFARE PLAN 2015 401k membership
Total participants, beginning-of-year2015-08-15176
Total number of active participants reported on line 7a of the Form 55002015-08-15120
Number of retired or separated participants receiving benefits2015-08-150
Number of other retired or separated participants entitled to future benefits2015-08-150
Total of all active and inactive participants2015-08-15120
2014: RILEY BROTHERS, INC. HEALTH AND WELFARE PLAN 2014 401k membership
Total participants, beginning-of-year2014-08-15166
Total number of active participants reported on line 7a of the Form 55002014-08-15176
Number of retired or separated participants receiving benefits2014-08-150
Number of other retired or separated participants entitled to future benefits2014-08-150
Total of all active and inactive participants2014-08-15176
2013: RILEY BROTHERS, INC. HEALTH AND WELFARE PLAN 2013 401k membership
Total participants, beginning-of-year2013-08-15103
Total number of active participants reported on line 7a of the Form 55002013-08-15107
Total of all active and inactive participants2013-08-15107
Total participants2013-08-15107

Form 5500 Responses for RILEY BROTHERS, INC. HEALTH AND WELFARE PLAN

2020: RILEY BROTHERS, INC. HEALTH AND WELFARE PLAN 2020 form 5500 responses
2020-08-15Type of plan entitySingle employer plan
2020-08-15This submission is the final filingYes
2020-08-15Plan funding arrangement – InsuranceYes
2020-08-15Plan benefit arrangement – InsuranceYes
2019: RILEY BROTHERS, INC. HEALTH AND WELFARE PLAN 2019 form 5500 responses
2019-08-15Type of plan entitySingle employer plan
2019-08-15Plan funding arrangement – InsuranceYes
2019-08-15Plan benefit arrangement – InsuranceYes
2018: RILEY BROTHERS, INC. HEALTH AND WELFARE PLAN 2018 form 5500 responses
2018-08-15Type of plan entitySingle employer plan
2018-08-15Plan funding arrangement – InsuranceYes
2018-08-15Plan benefit arrangement – InsuranceYes
2017: RILEY BROTHERS, INC. HEALTH AND WELFARE PLAN 2017 form 5500 responses
2017-08-15Type of plan entitySingle employer plan
2017-08-15Plan funding arrangement – InsuranceYes
2017-08-15Plan benefit arrangement – InsuranceYes
2016: RILEY BROTHERS, INC. HEALTH AND WELFARE PLAN 2016 form 5500 responses
2016-08-15Type of plan entitySingle employer plan
2016-08-15Submission has been amendedNo
2016-08-15This submission is the final filingNo
2016-08-15This return/report is a short plan year return/report (less than 12 months)No
2016-08-15Plan is a collectively bargained planNo
2016-08-15Plan funding arrangement – InsuranceYes
2016-08-15Plan benefit arrangement – InsuranceYes
2015: RILEY BROTHERS, INC. HEALTH AND WELFARE PLAN 2015 form 5500 responses
2015-08-15Type of plan entitySingle employer plan
2015-08-15Submission has been amendedNo
2015-08-15This submission is the final filingNo
2015-08-15This return/report is a short plan year return/report (less than 12 months)No
2015-08-15Plan is a collectively bargained planNo
2015-08-15Plan funding arrangement – InsuranceYes
2015-08-15Plan benefit arrangement – InsuranceYes
2014: RILEY BROTHERS, INC. HEALTH AND WELFARE PLAN 2014 form 5500 responses
2014-08-15Type of plan entitySingle employer plan
2014-08-15Submission has been amendedYes
2014-08-15This submission is the final filingNo
2014-08-15This return/report is a short plan year return/report (less than 12 months)No
2014-08-15Plan is a collectively bargained planNo
2014-08-15Plan funding arrangement – InsuranceYes
2014-08-15Plan benefit arrangement – InsuranceYes
2013: RILEY BROTHERS, INC. HEALTH AND WELFARE PLAN 2013 form 5500 responses
2013-08-15Type of plan entitySingle employer plan
2013-08-15First time form 5500 has been submittedYes
2013-08-15Submission has been amendedNo
2013-08-15This submission is the final filingNo
2013-08-15This return/report is a short plan year return/report (less than 12 months)No
2013-08-15Plan is a collectively bargained planNo
2013-08-15Plan funding arrangement – InsuranceYes
2013-08-15Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

BLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC. (National Association of Insurance Commissioners NAIC id number: 53228 )
Policy contract number4956978
Policy instance 2
Insurance contract or identification number4956978
Number of Individuals Covered262
Insurance policy start date2020-08-01
Insurance policy end date2021-07-31
Total amount of commissions paid to insurance brokerUSD $41,661
Total amount of fees paid to insurance companyUSD $8,610
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?Yes
Commission paid to Insurance BrokerUSD $41,661
Amount paid for insurance broker fees8610
Additional information about fees paid to insurance brokerOTHER COMMISSION
Insurance broker organization code?3
EYEMED VISION CARE (National Association of Insurance Commissioners NAIC id number: 71870 )
Policy contract number99175011001
Policy instance 1
Insurance contract or identification number99175011001
Number of Individuals Covered173
Insurance policy start date2020-08-01
Insurance policy end date2021-07-31
Total amount of commissions paid to insurance brokerUSD $1,109
Total amount of fees paid to insurance companyUSD $0
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $11,097
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,109
Amount paid for insurance broker fees0
Insurance broker organization code?3
BLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC. (National Association of Insurance Commissioners NAIC id number: 53228 )
Policy contract number4956978
Policy instance 2
Insurance contract or identification number4956978
Number of Individuals Covered266
Insurance policy start date2019-08-01
Insurance policy end date2020-07-31
Total amount of commissions paid to insurance brokerUSD $39,329
Total amount of fees paid to insurance companyUSD $10,790
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?Yes
Commission paid to Insurance BrokerUSD $35,837
Amount paid for insurance broker fees10790
Additional information about fees paid to insurance brokerBONUS AND PERSISTENCY COMMISSIONS
Insurance broker organization code?3
EYEMED VISION CARE (National Association of Insurance Commissioners NAIC id number: 71870 )
Policy contract number99175011001
Policy instance 1
Insurance contract or identification number99175011001
Number of Individuals Covered164
Insurance policy start date2019-08-15
Insurance policy end date2020-08-14
Total amount of commissions paid to insurance brokerUSD $1,114
Total amount of fees paid to insurance companyUSD $0
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $11,138
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $932
Amount paid for insurance broker fees0
Insurance broker organization code?3
BLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC. (National Association of Insurance Commissioners NAIC id number: 53228 )
Policy contract number4956978
Policy instance 2
Insurance contract or identification number4956978
Number of Individuals Covered239
Insurance policy start date2018-08-01
Insurance policy end date2019-07-31
Total amount of commissions paid to insurance brokerUSD $36,250
Total amount of fees paid to insurance companyUSD $9,060
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?Yes
Commission paid to Insurance BrokerUSD $36,250
Amount paid for insurance broker fees9060
Additional information about fees paid to insurance brokerBONUS AND PERSISTENCY COMMISSIONS
Insurance broker organization code?3
EYEMED VISION CARE (National Association of Insurance Commissioners NAIC id number: 71870 )
Policy contract number99175011001
Policy instance 1
Insurance contract or identification number99175011001
Number of Individuals Covered139
Insurance policy start date2018-08-15
Insurance policy end date2019-08-14
Total amount of commissions paid to insurance brokerUSD $1,006
Total amount of fees paid to insurance companyUSD $0
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $9,378
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,006
Amount paid for insurance broker fees0
Insurance broker organization code?3
BLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC. (National Association of Insurance Commissioners NAIC id number: 53228 )
Policy contract number4956978
Policy instance 2
Insurance contract or identification number4956978
Number of Individuals Covered223
Insurance policy start date2017-08-01
Insurance policy end date2018-07-31
Total amount of commissions paid to insurance brokerUSD $35,333
Total amount of fees paid to insurance companyUSD $11,520
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?Yes
EYEMED VISION CARE (National Association of Insurance Commissioners NAIC id number: 71870 )
Policy contract number99175011001
Policy instance 1
Insurance contract or identification number99175011001
Number of Individuals Covered125
Insurance policy start date2017-08-15
Insurance policy end date2018-08-14
Total amount of commissions paid to insurance brokerUSD $905
Total amount of fees paid to insurance companyUSD $0
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $10,210
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
EYEMED VISION CARE (National Association of Insurance Commissioners NAIC id number: 71870 )
Policy contract number99175011001
Policy instance 2
Insurance contract or identification number99175011001
Number of Individuals Covered103
Insurance policy start date2015-08-15
Insurance policy end date2016-08-14
Total amount of commissions paid to insurance brokerUSD $400
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
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 BenefitYes
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term 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
Welfare Benefit Premiums Paid to CarrierUSD $4,613
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $364
Insurance broker organization code?3
Insurance broker nameAISLING PARTNERS INS. BROKERAGE
BLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC. (National Association of Insurance Commissioners NAIC id number: 53228 )
Policy contract number4956978
Policy instance 1
Insurance contract or identification number4956978
Number of Individuals Covered192
Insurance policy start date2015-08-01
Insurance policy end date2016-07-31
Total amount of commissions paid to insurance brokerUSD $30,927
Total amount of fees paid to insurance companyUSD $5,890
Are there contracts with allocated funds for individual policies?No
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 BenefitYes
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term 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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?Yes
Commission paid to Insurance BrokerUSD $21,132
Amount paid for insurance broker fees5890
Additional information about fees paid to insurance brokerBONUS AND PERSISTENCY COMMISSIONS
Insurance broker organization code?3
Insurance broker nameAISLING PARTNERS INS. BROKERAGE LLC
EYEMED VISION CARE (National Association of Insurance Commissioners NAIC id number: 71870 )
Policy contract number99175011002
Policy instance 2
Insurance contract or identification number99175011002
Number of Individuals Covered75
Insurance policy start date2014-08-15
Insurance policy end date2015-08-14
Total amount of commissions paid to insurance brokerUSD $253
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
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 BenefitYes
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term 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
Welfare Benefit Premiums Paid to CarrierUSD $2,532
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $253
Insurance broker organization code?3
Insurance broker nameAISLING PARTNERS INS. BROKERAGE LLC
BLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC. (National Association of Insurance Commissioners NAIC id number: 53228 )
Policy contract number4956978
Policy instance 1
Insurance contract or identification number4956978
Number of Individuals Covered176
Insurance policy start date2014-08-01
Insurance policy end date2015-07-31
Total amount of commissions paid to insurance brokerUSD $28,277
Total amount of fees paid to insurance companyUSD $10,300
Are there contracts with allocated funds for individual policies?No
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 BenefitYes
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term 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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $28,277
Amount paid for insurance broker fees10300
Additional information about fees paid to insurance brokerBONUS AND PERSISTENCY COMMISSIONS
Insurance broker organization code?3
Insurance broker nameAISLING PARTNERS INS. BROKERAGE LLC
BLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC. (National Association of Insurance Commissioners NAIC id number: 53228 )
Policy contract number4956978
Policy instance 1
Insurance contract or identification number4956978
Number of Individuals Covered107
Insurance policy start date2013-08-01
Insurance policy end date2014-07-31
Total amount of commissions paid to insurance brokerUSD $43,291
Are there contracts with allocated funds for individual policies?No
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 BenefitYes
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term 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
Welfare Benefit Premiums Paid to CarrierUSD $920,683
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $32,521
Amount paid for insurance broker fees10770
Additional information about fees paid to insurance brokerBONUS & PERSISTENCY
Insurance broker organization code?3
Insurance broker nameAISLING PARTNERS INS BROKERAGE LLC

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