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JIM SHORKEY FAMILY AUTOMOTIVE WELFARE BENEFIT PLAN 401k Plan overview

Plan NameJIM SHORKEY FAMILY AUTOMOTIVE WELFARE BENEFIT PLAN
Plan identification number 501

JIM SHORKEY FAMILY AUTOMOTIVE WELFARE BENEFIT PLAN Benefits

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

401k Sponsoring company profile

COURTESY OLDSMOBILE DBA JIM SHORKEY FAMILY AUTOMOTIVE has sponsored the creation of one or more 401k plans.

Company Name:COURTESY OLDSMOBILE DBA JIM SHORKEY FAMILY AUTOMOTIVE
Employer identification number (EIN):251894437
NAIC Classification:441110
NAIC Description:New Car Dealers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JIM SHORKEY FAMILY AUTOMOTIVE WELFARE BENEFIT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5012016-08-01
5012015-08-01
5012014-08-01
5012013-08-01

Plan Statistics for JIM SHORKEY FAMILY AUTOMOTIVE WELFARE BENEFIT PLAN

401k plan membership statisitcs for JIM SHORKEY FAMILY AUTOMOTIVE WELFARE BENEFIT PLAN

Measure Date Value
2016: JIM SHORKEY FAMILY AUTOMOTIVE WELFARE BENEFIT PLAN 2016 401k membership
Total participants, beginning-of-year2016-08-01201
Total number of active participants reported on line 7a of the Form 55002016-08-01224
Number of retired or separated participants receiving benefits2016-08-010
Number of other retired or separated participants entitled to future benefits2016-08-010
Total of all active and inactive participants2016-08-01224
2015: JIM SHORKEY FAMILY AUTOMOTIVE WELFARE BENEFIT PLAN 2015 401k membership
Total participants, beginning-of-year2015-08-01201
Total number of active participants reported on line 7a of the Form 55002015-08-01201
Number of retired or separated participants receiving benefits2015-08-010
Number of other retired or separated participants entitled to future benefits2015-08-010
Total of all active and inactive participants2015-08-01201
2014: JIM SHORKEY FAMILY AUTOMOTIVE WELFARE BENEFIT PLAN 2014 401k membership
Total participants, beginning-of-year2014-08-01176
Total number of active participants reported on line 7a of the Form 55002014-08-01201
Number of retired or separated participants receiving benefits2014-08-010
Number of other retired or separated participants entitled to future benefits2014-08-010
Total of all active and inactive participants2014-08-01201
2013: JIM SHORKEY FAMILY AUTOMOTIVE WELFARE BENEFIT PLAN 2013 401k membership
Total number of active participants reported on line 7a of the Form 55002013-08-01176
Number of retired or separated participants receiving benefits2013-08-010
Number of other retired or separated participants entitled to future benefits2013-08-010
Total of all active and inactive participants2013-08-01176

Form 5500 Responses for JIM SHORKEY FAMILY AUTOMOTIVE WELFARE BENEFIT PLAN

2016: JIM SHORKEY FAMILY AUTOMOTIVE WELFARE BENEFIT PLAN 2016 form 5500 responses
2016-08-01Type of plan entitySingle employer plan
2016-08-01Submission has been amendedNo
2016-08-01This submission is the final filingNo
2016-08-01This return/report is a short plan year return/report (less than 12 months)No
2016-08-01Plan is a collectively bargained planNo
2016-08-01Plan funding arrangement – InsuranceYes
2016-08-01Plan benefit arrangement – InsuranceYes
2015: JIM SHORKEY FAMILY AUTOMOTIVE WELFARE BENEFIT PLAN 2015 form 5500 responses
2015-08-01Type of plan entitySingle employer plan
2015-08-01Submission has been amendedNo
2015-08-01This submission is the final filingNo
2015-08-01This return/report is a short plan year return/report (less than 12 months)No
2015-08-01Plan is a collectively bargained planNo
2015-08-01Plan funding arrangement – InsuranceYes
2015-08-01Plan benefit arrangement – InsuranceYes
2014: JIM SHORKEY FAMILY AUTOMOTIVE WELFARE BENEFIT PLAN 2014 form 5500 responses
2014-08-01Type of plan entitySingle employer plan
2014-08-01Submission has been amendedNo
2014-08-01This submission is the final filingNo
2014-08-01This return/report is a short plan year return/report (less than 12 months)No
2014-08-01Plan is a collectively bargained planNo
2014-08-01Plan funding arrangement – InsuranceYes
2014-08-01Plan benefit arrangement – InsuranceYes
2013: JIM SHORKEY FAMILY AUTOMOTIVE WELFARE BENEFIT PLAN 2013 form 5500 responses
2013-08-01Type of plan entitySingle employer plan
2013-08-01First time form 5500 has been submittedYes
2013-08-01Submission has been amendedNo
2013-08-01This submission is the final filingNo
2013-08-01This return/report is a short plan year return/report (less than 12 months)No
2013-08-01Plan is a collectively bargained planNo
2013-08-01Plan funding arrangement – InsuranceYes
2013-08-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

HIGHMARK BLUE SHIELD (National Association of Insurance Commissioners NAIC id number: 54771 )
Policy contract number01710650
Policy instance 1
Insurance contract or identification number01710650
Number of Individuals Covered307
Insurance policy start date2013-08-01
Insurance policy end date2014-07-31
Total amount of commissions paid to insurance brokerUSD $39,842
Total amount of fees paid to insurance companyUSD $0
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 BenefitYes
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 $1,255,699
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $32,105
Insurance broker organization code?3
Insurance broker nameTOMORROW'S EMPLOYMENT CONCEPTS LLC

Potentially related plans

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