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PIONEER WINE COMPANY LP EMPLOYEE BENEFIT PLAN 401k Plan overview

Plan NamePIONEER WINE COMPANY LP EMPLOYEE BENEFIT PLAN
Plan identification number 501

PIONEER WINE COMPANY LP EMPLOYEE BENEFIT PLAN Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Health (other than dental or vision)
  • Life insurance
  • Dental
  • Vision
  • Long-term disability cover

401k Sponsoring company profile

PIONEER WINE COMPANY, L.P. has sponsored the creation of one or more 401k plans.

Company Name:PIONEER WINE COMPANY, L.P.
Employer identification number (EIN):208442101
NAIC Classification:445310
NAIC Description:Beer, Wine, and Liquor Stores

Additional information about PIONEER WINE COMPANY, L.P.

Jurisdiction of Incorporation: Texas Secretary of State
Incorporation Date: 2007-02-07
Company Identification Number: 0800770682
Legal Registered Office Address: 3117 OLIVER AVE

DALLAS

75205

More information about PIONEER WINE COMPANY, L.P.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PIONEER WINE COMPANY LP EMPLOYEE BENEFIT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5012018-05-01GREGORY KASSANOFF2019-11-25
5012017-05-01
5012016-05-01

Plan Statistics for PIONEER WINE COMPANY LP EMPLOYEE BENEFIT PLAN

401k plan membership statisitcs for PIONEER WINE COMPANY LP EMPLOYEE BENEFIT PLAN

Measure Date Value
2018: PIONEER WINE COMPANY LP EMPLOYEE BENEFIT PLAN 2018 401k membership
Total participants, beginning-of-year2018-05-01124
Total number of active participants reported on line 7a of the Form 55002018-05-0194
Total of all active and inactive participants2018-05-0194
2017: PIONEER WINE COMPANY LP EMPLOYEE BENEFIT PLAN 2017 401k membership
Total participants, beginning-of-year2017-05-01151
Total number of active participants reported on line 7a of the Form 55002017-05-01124
Total of all active and inactive participants2017-05-01124
2016: PIONEER WINE COMPANY LP EMPLOYEE BENEFIT PLAN 2016 401k membership
Total participants, beginning-of-year2016-05-01160
Total number of active participants reported on line 7a of the Form 55002016-05-01151
Total of all active and inactive participants2016-05-01151

Form 5500 Responses for PIONEER WINE COMPANY LP EMPLOYEE BENEFIT PLAN

2018: PIONEER WINE COMPANY LP EMPLOYEE BENEFIT PLAN 2018 form 5500 responses
2018-05-01Type of plan entitySingle employer plan
2018-05-01Plan funding arrangement – InsuranceYes
2018-05-01Plan benefit arrangement – InsuranceYes
2017: PIONEER WINE COMPANY LP EMPLOYEE BENEFIT PLAN 2017 form 5500 responses
2017-05-01Type of plan entitySingle employer plan
2017-05-01Plan funding arrangement – InsuranceYes
2017-05-01Plan benefit arrangement – InsuranceYes
2016: PIONEER WINE COMPANY LP EMPLOYEE BENEFIT PLAN 2016 form 5500 responses
2016-05-01Type of plan entitySingle employer plan
2016-05-01First time form 5500 has been submittedYes
2016-05-01Plan funding arrangement – InsuranceYes
2016-05-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

BLUECROSS BLUESHIELD OF TEXAS (National Association of Insurance Commissioners NAIC id number: 70670 )
Policy contract number25740
Policy instance 8
Insurance contract or identification number25740
Number of Individuals Covered95
Insurance policy start date2018-05-01
Insurance policy end date2019-04-30
Total amount of commissions paid to insurance brokerUSD $37,902
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $602,662
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $27,995
Insurance broker organization code?3
COLONIAL LIFE & ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62049 )
Policy contract numberE3547932
Policy instance 7
Insurance contract or identification numberE3547932
Number of Individuals Covered19
Insurance policy start date2018-05-01
Insurance policy end date2019-04-30
Total amount of commissions paid to insurance brokerUSD $3,874
Total amount of fees paid to insurance companyUSD $576
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $14,545
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,728
Insurance broker organization code?3
Amount paid for insurance broker fees176
EYEMED VISION CARE (National Association of Insurance Commissioners NAIC id number: 71870 )
Policy contract number97190061001
Policy instance 6
Insurance contract or identification numberFR1254
Number of Individuals Covered334
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $38,429
Welfare Benefit Premiums Paid to CarrierUSD $384,286
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $38,429
Insurance broker organization code?5
Total amount of fees paid to insurance companyUSD $0
Vision Insurance Welfare BenefitYes
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number000400216789
Policy instance 5
Insurance contract or identification number000400216789
Number of Individuals Covered29
Insurance policy start date2018-05-01
Insurance policy end date2019-04-30
Total amount of commissions paid to insurance brokerUSD $487
Total amount of fees paid to insurance companyUSD $28
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $3,248
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $458
Insurance broker organization code?3
Amount paid for insurance broker fees28
Additional information about fees paid to insurance brokerBROKER BONUS
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number000403005618
Policy instance 4
Insurance contract or identification number000403005618
Number of Individuals Covered30
Insurance policy start date2018-05-01
Insurance policy end date2019-04-30
Total amount of commissions paid to insurance brokerUSD $85
Total amount of fees paid to insurance companyUSD $5
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $561
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $80
Insurance broker organization code?3
Amount paid for insurance broker fees5
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number00001D032371
Policy instance 3
Insurance contract or identification number00001D032371
Number of Individuals Covered37
Insurance policy start date2018-05-01
Insurance policy end date2019-04-30
Total amount of commissions paid to insurance brokerUSD $3,007
Total amount of fees paid to insurance companyUSD $200
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $30,067
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,845
Insurance broker organization code?3
Amount paid for insurance broker fees200
Additional information about fees paid to insurance brokerBROKER BONUS
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number000010216787
Policy instance 2
Insurance contract or identification number000010216787
Number of Individuals Covered184
Insurance policy start date2018-05-01
Insurance policy end date2019-04-30
Total amount of commissions paid to insurance brokerUSD $680
Total amount of fees paid to insurance companyUSD $37
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $4,535
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $637
Insurance broker organization code?3
Amount paid for insurance broker fees37
Additional information about fees paid to insurance brokerBROKER BONUS
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number000010216788
Policy instance 1
Insurance contract or identification number000010216788
Number of Individuals Covered86
Insurance policy start date2018-05-01
Insurance policy end date2019-04-30
Total amount of commissions paid to insurance brokerUSD $1,895
Total amount of fees paid to insurance companyUSD $79
Long Term Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $12,633
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,771
Insurance broker organization code?3
Amount paid for insurance broker fees79
Additional information about fees paid to insurance brokerBROKER BONUS
EYEMED VISION CARE (National Association of Insurance Commissioners NAIC id number: 71870 )
Policy contract number97190061001
Policy instance 6
Insurance contract or identification number97190061001
Number of Individuals Covered126
Insurance policy start date2017-05-01
Insurance policy end date2018-04-30
Total amount of commissions paid to insurance brokerUSD $924
Total amount of fees paid to insurance companyUSD $0
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $9,092
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $924
Insurance broker organization code?3
Insurance broker nameIMA INC
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number000400216789
Policy instance 5
Insurance contract or identification number000400216789
Number of Individuals Covered33
Insurance policy start date2017-05-01
Insurance policy end date2018-04-30
Total amount of commissions paid to insurance brokerUSD $650
Total amount of fees paid to insurance companyUSD $515
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $4,331
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $650
Insurance broker organization code?3
Amount paid for insurance broker fees515
Additional information about fees paid to insurance brokerBROKER BONUS
Insurance broker nameIMA INC
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number000403005618
Policy instance 4
Insurance contract or identification number000403005618
Number of Individuals Covered32
Insurance policy start date2017-05-01
Insurance policy end date2018-04-30
Total amount of commissions paid to insurance brokerUSD $108
Total amount of fees paid to insurance companyUSD $46
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $721
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $108
Insurance broker organization code?3
Amount paid for insurance broker fees46
Additional information about fees paid to insurance brokerBROKER BONUS
Insurance broker nameIMA INC
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number00001D032373
Policy instance 3
Insurance contract or identification number00001D032373
Number of Individuals Covered33
Insurance policy start date2017-05-01
Insurance policy end date2018-04-30
Total amount of commissions paid to insurance brokerUSD $2,037
Total amount of fees paid to insurance companyUSD $369
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $20,372
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,037
Insurance broker organization code?3
Amount paid for insurance broker fees369
Additional information about fees paid to insurance brokerBROKER BONUS
Insurance broker nameIMA INC
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number000010216787
Policy instance 2
Insurance contract or identification number000010216787
Number of Individuals Covered124
Insurance policy start date2017-05-01
Insurance policy end date2018-04-30
Total amount of commissions paid to insurance brokerUSD $998
Total amount of fees paid to insurance companyUSD $551
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $6,655
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $998
Insurance broker organization code?3
Amount paid for insurance broker fees551
Additional information about fees paid to insurance brokerBROKER BONUS
Insurance broker nameIMA INC
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number000010216788
Policy instance 1
Insurance contract or identification number000010216788
Number of Individuals Covered119
Insurance policy start date2017-05-01
Insurance policy end date2018-04-30
Total amount of commissions paid to insurance brokerUSD $2,394
Total amount of fees paid to insurance companyUSD $1,030
Long Term Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $15,961
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,394
Insurance broker organization code?3
Amount paid for insurance broker fees1030
Additional information about fees paid to insurance brokerBROKER BONUS
Insurance broker nameIMA INC

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