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CROWN POINT HEALTH AND WELFARE PLAN 401k Plan overview

Plan NameCROWN POINT HEALTH AND WELFARE PLAN
Plan identification number 502

CROWN POINT HEALTH AND WELFARE PLAN Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Life insurance
  • Death benefits (include travel accident but not life insurance)

401k Sponsoring company profile

J.F. HERITAGE, LLC has sponsored the creation of one or more 401k plans.

Company Name:J.F. HERITAGE, LLC
Employer identification number (EIN):274182083
NAIC Classification:623000
NAIC Description: Nursing and Residential Care Facilities

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CROWN POINT HEALTH AND WELFARE PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5022017-12-01BILLY JEWELL2019-06-18
5022017-12-01BILLY JEWEL2020-04-17
5022016-12-01

Plan Statistics for CROWN POINT HEALTH AND WELFARE PLAN

401k plan membership statisitcs for CROWN POINT HEALTH AND WELFARE PLAN

Measure Date Value
2017: CROWN POINT HEALTH AND WELFARE PLAN 2017 401k membership
Total participants, beginning-of-year2017-12-01155
Total number of active participants reported on line 7a of the Form 55002017-12-01144
Number of retired or separated participants receiving benefits2017-12-010
Number of other retired or separated participants entitled to future benefits2017-12-010
Total of all active and inactive participants2017-12-01144
Number of employers contributing to the scheme2017-12-010
2016: CROWN POINT HEALTH AND WELFARE PLAN 2016 401k membership
Total participants, beginning-of-year2016-12-01170
Total number of active participants reported on line 7a of the Form 55002016-12-01153
Number of retired or separated participants receiving benefits2016-12-010
Number of other retired or separated participants entitled to future benefits2016-12-010
Total of all active and inactive participants2016-12-01153

Form 5500 Responses for CROWN POINT HEALTH AND WELFARE PLAN

2017: CROWN POINT HEALTH AND WELFARE PLAN 2017 form 5500 responses
2017-12-01Type of plan entitySingle employer plan
2017-12-01Submission has been amendedYes
2017-12-01This submission is the final filingYes
2017-12-01Plan funding arrangement – InsuranceYes
2017-12-01Plan benefit arrangement – InsuranceYes
2016: CROWN POINT HEALTH AND WELFARE PLAN 2016 form 5500 responses
2016-12-01Type of plan entitySingle employer plan
2016-12-01First time form 5500 has been submittedYes
2016-12-01Plan funding arrangement – InsuranceYes
2016-12-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract number
Policy instance 1
Number of Individuals Covered139
Insurance policy start date2017-12-01
Insurance policy end date2018-11-30
Total amount of commissions paid to insurance brokerUSD $1,453
Total amount of fees paid to insurance companyUSD $486
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedACCIDENTAL DEATH AND DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $14,529
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

Potentially related plans

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