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OHIO VALLEY WINE & BEER WELFARE PLAN 401k Plan overview

Plan NameOHIO VALLEY WINE & BEER WELFARE PLAN
Plan identification number 503

OHIO VALLEY WINE & BEER WELFARE PLAN Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Health (other than dental or vision)
  • Life insurance
  • Dental
  • Temporary disability (accident and sickness)
  • Long-term disability cover
  • Death benefits (include travel accident but not life insurance)
  • Other welfare benefit cover

401k Sponsoring company profile

OHIO VALLEY WINE & BEER COMPANY has sponsored the creation of one or more 401k plans.

Company Name:OHIO VALLEY WINE & BEER COMPANY
Employer identification number (EIN):310855519
NAIC Classification:424800

Form 5500 Filing Information

Submission information for form 5500 for 401k plan OHIO VALLEY WINE & BEER WELFARE PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5032017-04-01
5032016-04-01THOMAS A ROUSE
5032015-04-01THOMAS A. ROUSE, CFO
5032014-04-01THOMAS A. ROUSE, CFO
5032013-04-01THOMAS A. ROUSE, CFO
5032012-04-01THOMAS A. ROUSE, CFO
5032011-04-01THOMAS A. ROUSE, CFO
5032010-04-01THOMAS A. ROUSE, CFO
5032009-04-01THOMAS A. ROUSE, CFO

Plan Statistics for OHIO VALLEY WINE & BEER WELFARE PLAN

401k plan membership statisitcs for OHIO VALLEY WINE & BEER WELFARE PLAN

Measure Date Value
2017: OHIO VALLEY WINE & BEER WELFARE PLAN 2017 401k membership
Total participants, beginning-of-year2017-04-01175
Total number of active participants reported on line 7a of the Form 55002017-04-01154
Number of retired or separated participants receiving benefits2017-04-010
Number of other retired or separated participants entitled to future benefits2017-04-010
Total of all active and inactive participants2017-04-01154
2016: OHIO VALLEY WINE & BEER WELFARE PLAN 2016 401k membership
Total participants, beginning-of-year2016-04-01153
Total number of active participants reported on line 7a of the Form 55002016-04-01175
Number of retired or separated participants receiving benefits2016-04-010
Number of other retired or separated participants entitled to future benefits2016-04-010
Total of all active and inactive participants2016-04-01175
2015: OHIO VALLEY WINE & BEER WELFARE PLAN 2015 401k membership
Total participants, beginning-of-year2015-04-01155
Total number of active participants reported on line 7a of the Form 55002015-04-01154
Total of all active and inactive participants2015-04-01154
2014: OHIO VALLEY WINE & BEER WELFARE PLAN 2014 401k membership
Total participants, beginning-of-year2014-04-01153
Total number of active participants reported on line 7a of the Form 55002014-04-01155
Total of all active and inactive participants2014-04-01155
2013: OHIO VALLEY WINE & BEER WELFARE PLAN 2013 401k membership
Total participants, beginning-of-year2013-04-01149
Total number of active participants reported on line 7a of the Form 55002013-04-01153
Total of all active and inactive participants2013-04-01153
2012: OHIO VALLEY WINE & BEER WELFARE PLAN 2012 401k membership
Total participants, beginning-of-year2012-04-01152
Total number of active participants reported on line 7a of the Form 55002012-04-01149
Total of all active and inactive participants2012-04-01149
2011: OHIO VALLEY WINE & BEER WELFARE PLAN 2011 401k membership
Total participants, beginning-of-year2011-04-01158
Total number of active participants reported on line 7a of the Form 55002011-04-01152
Total of all active and inactive participants2011-04-01152
2010: OHIO VALLEY WINE & BEER WELFARE PLAN 2010 401k membership
Total participants, beginning-of-year2010-04-01152
Total number of active participants reported on line 7a of the Form 55002010-04-01158
Total of all active and inactive participants2010-04-01158
2009: OHIO VALLEY WINE & BEER WELFARE PLAN 2009 401k membership
Total participants, beginning-of-year2009-04-01134
Total number of active participants reported on line 7a of the Form 55002009-04-01152
Number of retired or separated participants receiving benefits2009-04-010
Number of other retired or separated participants entitled to future benefits2009-04-010
Total of all active and inactive participants2009-04-01152

Form 5500 Responses for OHIO VALLEY WINE & BEER WELFARE PLAN

2017: OHIO VALLEY WINE & BEER WELFARE PLAN 2017 form 5500 responses
2017-04-01Type of plan entitySingle employer plan
2017-04-01Plan funding arrangement – InsuranceYes
2017-04-01Plan benefit arrangement – InsuranceYes
2016: OHIO VALLEY WINE & BEER WELFARE PLAN 2016 form 5500 responses
2016-04-01Type of plan entitySingle employer plan
2016-04-01Submission has been amendedNo
2016-04-01This submission is the final filingNo
2016-04-01This return/report is a short plan year return/report (less than 12 months)No
2016-04-01Plan is a collectively bargained planNo
2016-04-01Plan funding arrangement – InsuranceYes
2016-04-01Plan benefit arrangement – InsuranceYes
2015: OHIO VALLEY WINE & BEER WELFARE PLAN 2015 form 5500 responses
2015-04-01Type of plan entitySingle employer plan
2015-04-01Submission has been amendedNo
2015-04-01This submission is the final filingNo
2015-04-01This return/report is a short plan year return/report (less than 12 months)No
2015-04-01Plan is a collectively bargained planNo
2015-04-01Plan funding arrangement – InsuranceYes
2015-04-01Plan benefit arrangement – InsuranceYes
2014: OHIO VALLEY WINE & BEER WELFARE PLAN 2014 form 5500 responses
2014-04-01Type of plan entitySingle employer plan
2014-04-01Submission has been amendedNo
2014-04-01This submission is the final filingNo
2014-04-01This return/report is a short plan year return/report (less than 12 months)No
2014-04-01Plan is a collectively bargained planNo
2014-04-01Plan funding arrangement – InsuranceYes
2014-04-01Plan benefit arrangement – InsuranceYes
2013: OHIO VALLEY WINE & BEER WELFARE PLAN 2013 form 5500 responses
2013-04-01Type of plan entitySingle employer plan
2013-04-01Submission has been amendedNo
2013-04-01This submission is the final filingNo
2013-04-01This return/report is a short plan year return/report (less than 12 months)No
2013-04-01Plan is a collectively bargained planNo
2013-04-01Plan funding arrangement – InsuranceYes
2013-04-01Plan benefit arrangement – InsuranceYes
2012: OHIO VALLEY WINE & BEER WELFARE PLAN 2012 form 5500 responses
2012-04-01Type of plan entitySingle employer plan
2012-04-01Submission has been amendedNo
2012-04-01This submission is the final filingNo
2012-04-01This return/report is a short plan year return/report (less than 12 months)No
2012-04-01Plan is a collectively bargained planNo
2012-04-01Plan funding arrangement – InsuranceYes
2012-04-01Plan benefit arrangement – InsuranceYes
2011: OHIO VALLEY WINE & BEER WELFARE PLAN 2011 form 5500 responses
2011-04-01Type of plan entitySingle employer plan
2011-04-01Submission has been amendedNo
2011-04-01This submission is the final filingNo
2011-04-01This return/report is a short plan year return/report (less than 12 months)No
2011-04-01Plan is a collectively bargained planNo
2011-04-01Plan funding arrangement – InsuranceYes
2011-04-01Plan benefit arrangement – InsuranceYes
2010: OHIO VALLEY WINE & BEER WELFARE PLAN 2010 form 5500 responses
2010-04-01Type of plan entitySingle employer plan
2010-04-01Submission has been amendedNo
2010-04-01This submission is the final filingNo
2010-04-01This return/report is a short plan year return/report (less than 12 months)No
2010-04-01Plan is a collectively bargained planNo
2010-04-01Plan funding arrangement – InsuranceYes
2010-04-01Plan benefit arrangement – InsuranceYes
2009: OHIO VALLEY WINE & BEER WELFARE PLAN 2009 form 5500 responses
2009-04-01Type of plan entitySingle employer plan
2009-04-01Submission has been amendedNo
2009-04-01This submission is the final filingNo
2009-04-01This return/report is a short plan year return/report (less than 12 months)No
2009-04-01Plan is a collectively bargained planNo
2009-04-01Plan funding arrangement – InsuranceYes
2009-04-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

DENTAL CARE PLUS, INC. (National Association of Insurance Commissioners NAIC id number: 96265 )
Policy contract number06821201
Policy instance 1
Insurance contract or identification number06821201
Number of Individuals Covered176
Insurance policy start date2017-04-01
Insurance policy end date2018-03-31
Total amount of commissions paid to insurance brokerUSD $3,403
Total amount of fees paid to insurance companyUSD $0
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $37,337
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,403
Amount paid for insurance broker fees0
Insurance broker organization code?3
Insurance broker nameUSI INSURANCE SERVICES LLC
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract numberGLTD0AZZ7
Policy instance 2
Insurance contract or identification numberGLTD0AZZ7
Number of Individuals Covered154
Insurance policy start date2017-04-01
Insurance policy end date2018-03-31
Total amount of commissions paid to insurance brokerUSD $14,673
Total amount of fees paid to insurance companyUSD $12,826
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedACCIDENTAL DEATH AND DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $88,412
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $14,673
Amount paid for insurance broker fees12826
Additional information about fees paid to insurance brokerOTHER COMPENSATION
Insurance broker organization code?3
Insurance broker nameUSI INSURANCE SERVICES LLC

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