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THE A.I. ROOT COMPANY EMPLOYEE WELFARE PLAN 401k Plan overview

Plan NameTHE A.I. ROOT COMPANY EMPLOYEE WELFARE PLAN
Plan identification number 504

THE A.I. ROOT COMPANY EMPLOYEE WELFARE PLAN Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Health (other than dental or vision)
  • Life insurance
  • Dental
  • Vision
  • Temporary disability (accident and sickness)
  • Other welfare benefit cover
  • Unfunded, fully insured, or combination unfunded/insured welfare plan that will not file a Form 5500 for next plan year pursuant to 29 CFR 2520.104-20.

401k Sponsoring company profile

THE A. I. ROOT COMPANY has sponsored the creation of one or more 401k plans.

Company Name:THE A. I. ROOT COMPANY
Employer identification number (EIN):340496630
NAIC Classification:339900

Additional information about THE A. I. ROOT COMPANY

Jurisdiction of Incorporation: Ohio Secretary of State Business Services Division
Incorporation Date: 1894-11-27
Company Identification Number: 8639
Legal Registered Office Address: 623 WEST LIBERTY STREET
-
MEDINA
United States of America (USA)
44256

More information about THE A. I. ROOT COMPANY

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE A.I. ROOT COMPANY EMPLOYEE WELFARE PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5042023-08-01BRAD I ROOT2024-10-02 BRAD I ROOT2024-10-02
5042022-08-01BRAD I ROOT2024-04-01 BRAD I ROOT2024-04-01
5042021-08-01BRAD I ROOT2023-05-10 BRAD I ROOT2023-05-10
5042020-08-01BRAD I ROOT2022-03-24 BRAD I ROOT2022-03-24
5042019-08-01BRAD I ROOT2021-01-25 BRAD I ROOT2021-01-25
5042018-08-01BRAD I ROOT2020-03-26 BRAD I ROOT2020-03-26
5042017-08-01
5042016-08-01
5042015-08-01
5042014-08-01
5042013-08-01MARK A. PRZYBYSZ
5042012-08-01MARK PRZYBYSZ
5042011-08-01BRAD I. ROOT
5042009-08-01TONY LUCARELL
5042009-08-01TONY LUCARELL

Plan Statistics for THE A.I. ROOT COMPANY EMPLOYEE WELFARE PLAN

401k plan membership statisitcs for THE A.I. ROOT COMPANY EMPLOYEE WELFARE PLAN

Measure Date Value
2023: THE A.I. ROOT COMPANY EMPLOYEE WELFARE PLAN 2023 401k membership
Total participants, beginning-of-year2023-08-01130
Total number of active participants reported on line 7a of the Form 55002023-08-01120
Total of all active and inactive participants2023-08-01120
2022: THE A.I. ROOT COMPANY EMPLOYEE WELFARE PLAN 2022 401k membership
Total participants, beginning-of-year2022-08-01101
Total number of active participants reported on line 7a of the Form 55002022-08-01130
Total of all active and inactive participants2022-08-01130
2021: THE A.I. ROOT COMPANY EMPLOYEE WELFARE PLAN 2021 401k membership
Total participants, beginning-of-year2021-08-0185
Total number of active participants reported on line 7a of the Form 55002021-08-01101
Number of retired or separated participants receiving benefits2021-08-010
Total of all active and inactive participants2021-08-01101
2020: THE A.I. ROOT COMPANY EMPLOYEE WELFARE PLAN 2020 401k membership
Total participants, beginning-of-year2020-08-01107
Total number of active participants reported on line 7a of the Form 55002020-08-0185
Total of all active and inactive participants2020-08-0185
2019: THE A.I. ROOT COMPANY EMPLOYEE WELFARE PLAN 2019 401k membership
Total participants, beginning-of-year2019-08-01129
Total number of active participants reported on line 7a of the Form 55002019-08-01104
Number of retired or separated participants receiving benefits2019-08-013
Total of all active and inactive participants2019-08-01107
2018: THE A.I. ROOT COMPANY EMPLOYEE WELFARE PLAN 2018 401k membership
Total participants, beginning-of-year2018-08-01110
Total number of active participants reported on line 7a of the Form 55002018-08-01129
Total of all active and inactive participants2018-08-01129
2017: THE A.I. ROOT COMPANY EMPLOYEE WELFARE PLAN 2017 401k membership
Total participants, beginning-of-year2017-08-01141
Total number of active participants reported on line 7a of the Form 55002017-08-01109
Number of retired or separated participants receiving benefits2017-08-011
Total of all active and inactive participants2017-08-01110
2016: THE A.I. ROOT COMPANY EMPLOYEE WELFARE PLAN 2016 401k membership
Total participants, beginning-of-year2016-08-01145
Total number of active participants reported on line 7a of the Form 55002016-08-01140
Number of retired or separated participants receiving benefits2016-08-011
Total of all active and inactive participants2016-08-01141
2015: THE A.I. ROOT COMPANY EMPLOYEE WELFARE PLAN 2015 401k membership
Total participants, beginning-of-year2015-08-01141
Total number of active participants reported on line 7a of the Form 55002015-08-01145
Total of all active and inactive participants2015-08-01145
2014: THE A.I. ROOT COMPANY EMPLOYEE WELFARE PLAN 2014 401k membership
Total participants, beginning-of-year2014-08-01150
Total number of active participants reported on line 7a of the Form 55002014-08-01141
Number of retired or separated participants receiving benefits2014-08-010
Total of all active and inactive participants2014-08-01141
2013: THE A.I. ROOT COMPANY EMPLOYEE WELFARE PLAN 2013 401k membership
Total participants, beginning-of-year2013-08-01135
Total number of active participants reported on line 7a of the Form 55002013-08-01149
Number of retired or separated participants receiving benefits2013-08-011
Total of all active and inactive participants2013-08-01150
Total participants2013-08-01150
2012: THE A.I. ROOT COMPANY EMPLOYEE WELFARE PLAN 2012 401k membership
Total participants, beginning-of-year2012-08-01141
Total number of active participants reported on line 7a of the Form 55002012-08-01134
Number of retired or separated participants receiving benefits2012-08-011
Total of all active and inactive participants2012-08-01135
Total participants2012-08-01135
2011: THE A.I. ROOT COMPANY EMPLOYEE WELFARE PLAN 2011 401k membership
Total participants, beginning-of-year2011-08-01140
Total number of active participants reported on line 7a of the Form 55002011-08-01140
Number of retired or separated participants receiving benefits2011-08-011
Total of all active and inactive participants2011-08-01141
Total participants2011-08-01141
2009: THE A.I. ROOT COMPANY EMPLOYEE WELFARE PLAN 2009 401k membership
Total participants, beginning-of-year2009-08-01132
Total number of active participants reported on line 7a of the Form 55002009-08-01129
Number of retired or separated participants receiving benefits2009-08-011
Total of all active and inactive participants2009-08-01130
Total participants2009-08-01130

Form 5500 Responses for THE A.I. ROOT COMPANY EMPLOYEE WELFARE PLAN

2023: THE A.I. ROOT COMPANY EMPLOYEE WELFARE PLAN 2023 form 5500 responses
2023-08-01Type of plan entitySingle employer plan
2023-08-01Plan funding arrangement – InsuranceYes
2023-08-01Plan benefit arrangement – InsuranceYes
2022: THE A.I. ROOT COMPANY EMPLOYEE WELFARE PLAN 2022 form 5500 responses
2022-08-01Type of plan entitySingle employer plan
2022-08-01Plan funding arrangement – InsuranceYes
2022-08-01Plan benefit arrangement – InsuranceYes
2021: THE A.I. ROOT COMPANY EMPLOYEE WELFARE PLAN 2021 form 5500 responses
2021-08-01Type of plan entitySingle employer plan
2021-08-01Plan funding arrangement – InsuranceYes
2021-08-01Plan benefit arrangement – InsuranceYes
2020: THE A.I. ROOT COMPANY EMPLOYEE WELFARE PLAN 2020 form 5500 responses
2020-08-01Type of plan entitySingle employer plan
2020-08-01Plan funding arrangement – InsuranceYes
2020-08-01Plan benefit arrangement – InsuranceYes
2019: THE A.I. ROOT COMPANY EMPLOYEE WELFARE PLAN 2019 form 5500 responses
2019-08-01Type of plan entitySingle employer plan
2019-08-01Plan funding arrangement – InsuranceYes
2019-08-01Plan benefit arrangement – InsuranceYes
2018: THE A.I. ROOT COMPANY EMPLOYEE WELFARE PLAN 2018 form 5500 responses
2018-08-01Type of plan entitySingle employer plan
2018-08-01Plan funding arrangement – InsuranceYes
2018-08-01Plan benefit arrangement – InsuranceYes
2017: THE A.I. ROOT COMPANY EMPLOYEE WELFARE PLAN 2017 form 5500 responses
2017-08-01Type of plan entitySingle employer plan
2017-08-01Plan funding arrangement – InsuranceYes
2017-08-01Plan benefit arrangement – InsuranceYes
2016: THE A.I. ROOT COMPANY EMPLOYEE WELFARE PLAN 2016 form 5500 responses
2016-08-01Type of plan entitySingle employer plan
2016-08-01Plan funding arrangement – InsuranceYes
2016-08-01Plan benefit arrangement – InsuranceYes
2015: THE A.I. ROOT COMPANY EMPLOYEE WELFARE PLAN 2015 form 5500 responses
2015-08-01Type of plan entitySingle employer plan
2015-08-01Plan funding arrangement – InsuranceYes
2015-08-01Plan benefit arrangement – InsuranceYes
2014: THE A.I. ROOT COMPANY EMPLOYEE WELFARE PLAN 2014 form 5500 responses
2014-08-01Type of plan entitySingle employer plan
2014-08-01Plan funding arrangement – InsuranceYes
2014-08-01Plan benefit arrangement – InsuranceYes
2013: THE A.I. ROOT COMPANY EMPLOYEE WELFARE PLAN 2013 form 5500 responses
2013-08-01Type of plan entitySingle employer plan
2013-08-01Plan funding arrangement – InsuranceYes
2013-08-01Plan benefit arrangement – InsuranceYes
2012: THE A.I. ROOT COMPANY EMPLOYEE WELFARE PLAN 2012 form 5500 responses
2012-08-01Type of plan entitySingle employer plan
2012-08-01Plan funding arrangement – InsuranceYes
2012-08-01Plan benefit arrangement – InsuranceYes
2011: THE A.I. ROOT COMPANY EMPLOYEE WELFARE PLAN 2011 form 5500 responses
2011-08-01Type of plan entitySingle employer plan
2011-08-01Plan funding arrangement – InsuranceYes
2011-08-01Plan benefit arrangement – InsuranceYes
2009: THE A.I. ROOT COMPANY EMPLOYEE WELFARE PLAN 2009 form 5500 responses
2009-08-01Type of plan entitySingle employer plan
2009-08-01Plan funding arrangement – InsuranceYes
2009-08-01Plan funding arrangement – TrustYes
2009-08-01Plan funding arrangement – General assets of the sponsorYes
2009-08-01Plan benefit arrangement – InsuranceYes
2009-08-01Plan benefit arrangement - TrustYes
2009-08-01Plan benefit arrangement – General assets of the sponsorYes

Insurance Providers Used on plan

LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 65498 )
Policy contract numberSGD611832
Policy instance 7
Insurance contract or identification numberSGD611832
Number of Individuals Covered120
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Total amount of commissions paid to insurance brokerUSD $494
Total amount of fees paid to insurance companyUSD $98
Long Term Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $8,662
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 65498 )
Policy contract numberSOK607974
Policy instance 1
Insurance contract or identification numberSOK607974
Number of Individuals Covered120
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Total amount of commissions paid to insurance brokerUSD $76
Total amount of fees paid to insurance companyUSD $19
Other welfare benefits providedAD&D
Welfare Benefit Premiums Paid to CarrierUSD $1,553
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STARMOUNT LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68985 )
Policy contract number000000444394
Policy instance 2
Insurance contract or identification number000000444394
Number of Individuals Covered91
Insurance policy start date2023-05-01
Insurance policy end date2024-05-01
Total amount of commissions paid to insurance brokerUSD $3,696
Total amount of fees paid to insurance companyUSD $2,230
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $65,665
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES (National Association of Insurance Commissioners NAIC id number: 67369 )
Policy contract number631104
Policy instance 3
Insurance contract or identification number631104
Number of Individuals Covered79
Insurance policy start date2023-08-01
Insurance policy end date2024-07-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $32,600
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $1,086,703
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 65498 )
Policy contract numberSHD500478
Policy instance 4
Insurance contract or identification numberSHD500478
Number of Individuals Covered120
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Total amount of commissions paid to insurance brokerUSD $42
Total amount of fees paid to insurance companyUSD $8
Temporary Disability Insurance Welfare BenefitYes
Other welfare benefits providedST DISABILITY ASO
Welfare Benefit Premiums Paid to CarrierUSD $1,370
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 65498 )
Policy contract numberSGM610751
Policy instance 5
Insurance contract or identification numberSGM610751
Number of Individuals Covered120
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Total amount of commissions paid to insurance brokerUSD $1,215
Total amount of fees paid to insurance companyUSD $302
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $24,967
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 65498 )
Policy contract numberSGD611831
Policy instance 6
Insurance contract or identification numberSGD611831
Number of Individuals Covered120
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Total amount of commissions paid to insurance brokerUSD $5,777
Total amount of fees paid to insurance companyUSD $1,154
Temporary Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $29,389
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 65498 )
Policy contract numberSOK607974
Policy instance 1
STARMOUNT LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68985 )
Policy contract number000000444394
Policy instance 2
CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES (National Association of Insurance Commissioners NAIC id number: 67369 )
Policy contract number631104
Policy instance 3
LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 65498 )
Policy contract numberSHD500478
Policy instance 4
LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 65498 )
Policy contract numberSGM610751
Policy instance 5
LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 65498 )
Policy contract numberSGD611831
Policy instance 6
LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 65498 )
Policy contract numberSGD611832
Policy instance 7
LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 65498 )
Policy contract numberSGD611831
Policy instance 6
LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 65498 )
Policy contract numberSGD611832
Policy instance 7
LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 65498 )
Policy contract numberSOK607974
Policy instance 1
STARMOUNT LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68985 )
Policy contract numberAIRC1213
Policy instance 2
CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES (National Association of Insurance Commissioners NAIC id number: 67369 )
Policy contract number631104
Policy instance 3
LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 65498 )
Policy contract numberSHD500478
Policy instance 4
LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 65498 )
Policy contract numberSGM610751
Policy instance 5
LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 65498 )
Policy contract numberSOK607974
Policy instance 2
STARMOUNT LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68985 )
Policy contract numberAIRC1213
Policy instance 3
CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES (National Association of Insurance Commissioners NAIC id number: 67369 )
Policy contract number631104
Policy instance 4
LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 65498 )
Policy contract numberSHD500478
Policy instance 5
LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 65498 )
Policy contract numberSGM610751
Policy instance 6
LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 65498 )
Policy contract numberSGD611831
Policy instance 7
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract number849521
Policy instance 1
LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 65498 )
Policy contract numberSGD611832
Policy instance 8
STARMOUNT LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68985 )
Policy contract numberAIRC1213
Policy instance 3
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract number849521
Policy instance 1
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract number284616
Policy instance 2
STARMOUNT LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68985 )
Policy contract numberAIRC1213
Policy instance 3
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract number284616
Policy instance 2
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract number849521
Policy instance 1
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract number849521
Policy instance 1
NATIONAL GUARDIAN LIFE (National Association of Insurance Commissioners NAIC id number: 66583 )
Policy contract number2AIRC1213
Policy instance 2
STARMOUNT LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68985 )
Policy contract numberAIRC1213
Policy instance 4
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract number284616
Policy instance 3
AETNA (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract number849521
Policy instance 1
NATIONAL GUARDIAN LIFE (National Association of Insurance Commissioners NAIC id number: 66583 )
Policy contract number2AIRC1213
Policy instance 2
AETNA (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract number284616
Policy instance 3
SUMMACARE (National Association of Insurance Commissioners NAIC id number: 95202 )
Policy contract numberG06199
Policy instance 1
NATIONAL GUARDIAN LIFE (National Association of Insurance Commissioners NAIC id number: 66583 )
Policy contract number2AIRC1213
Policy instance 3
SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 )
Policy contract number063656
Policy instance 4
AETNA (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract number849521
Policy instance 2
SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 )
Policy contract number063656
Policy instance 2
SUMMACARE (National Association of Insurance Commissioners NAIC id number: 95202 )
Policy contract numberG06199
Policy instance 3
NATIONAL GUARDIAN LIFE (National Association of Insurance Commissioners NAIC id number: 66583 )
Policy contract number2AIRC1213
Policy instance 4
UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 )
Policy contract number715618
Policy instance 1
UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 )
Policy contract number715618
Policy instance 1
SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 )
Policy contract number063656
Policy instance 2
UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 )
Policy contract number715618
Policy instance 2
DELTA DENTAL OF OHIO (National Association of Insurance Commissioners NAIC id number: 54402 )
Policy contract number5140
Policy instance 1
SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 )
Policy contract number063656
Policy instance 3
DELTA DENTAL OF OHIO (National Association of Insurance Commissioners NAIC id number: 54402 )
Policy contract number5140
Policy instance 1
SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 )
Policy contract number063656
Policy instance 3
UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 )
Policy contract number715618
Policy instance 2

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