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DO IT BEST CORP. HEALTH AND WELFARE PLAN 401k Plan overview

Plan NameDO IT BEST CORP. HEALTH AND WELFARE PLAN
Plan identification number 501

DO IT BEST CORP. HEALTH AND 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)
  • Long-term disability cover
  • Other welfare benefit cover

401k Sponsoring company profile

DO IT BEST CORP. has sponsored the creation of one or more 401k plans.

Company Name:DO IT BEST CORP.
Employer identification number (EIN):350792867
NAIC Classification:423700

Additional information about DO IT BEST CORP.

Jurisdiction of Incorporation: Texas Secretary of State
Incorporation Date: 1979-08-30
Company Identification Number: 0004630106
Legal Registered Office Address: PO BOX 868

FORT WAYNE
United States of America (USA)
46801

More information about DO IT BEST CORP.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DO IT BEST CORP. HEALTH AND WELFARE PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5012021-07-01J DOUGLAS ROTH2023-04-11
5012020-07-01DOUGLAS ROTH2022-04-15
5012019-07-01DOUG ROTH2021-04-15
5012018-07-01DOUGLAS ROTH2020-04-13
5012017-07-01
5012016-07-01
5012015-07-01
5012014-07-01
5012013-07-01DOUG ROTH
5012012-07-01DOUG ROTH
5012011-07-01DOUG ROTH
5012009-07-01DAVID W. DIETZ

Plan Statistics for DO IT BEST CORP. HEALTH AND WELFARE PLAN

401k plan membership statisitcs for DO IT BEST CORP. HEALTH AND WELFARE PLAN

Measure Date Value
2021: DO IT BEST CORP. HEALTH AND WELFARE PLAN 2021 401k membership
Total participants, beginning-of-year2021-07-011,410
Total number of active participants reported on line 7a of the Form 55002021-07-011,428
Number of retired or separated participants receiving benefits2021-07-0140
Total of all active and inactive participants2021-07-011,468
Total participants2021-07-011,468
2020: DO IT BEST CORP. HEALTH AND WELFARE PLAN 2020 401k membership
Total participants, beginning-of-year2020-07-011,271
Total number of active participants reported on line 7a of the Form 55002020-07-011,414
Number of retired or separated participants receiving benefits2020-07-0147
Total of all active and inactive participants2020-07-011,461
Total participants2020-07-011,461
2019: DO IT BEST CORP. HEALTH AND WELFARE PLAN 2019 401k membership
Total participants, beginning-of-year2019-07-011,328
Total number of active participants reported on line 7a of the Form 55002019-07-011,224
Number of retired or separated participants receiving benefits2019-07-0148
Total of all active and inactive participants2019-07-011,272
Total participants2019-07-011,272
2018: DO IT BEST CORP. HEALTH AND WELFARE PLAN 2018 401k membership
Total participants, beginning-of-year2018-07-011,404
Total number of active participants reported on line 7a of the Form 55002018-07-011,231
Number of retired or separated participants receiving benefits2018-07-0168
Total of all active and inactive participants2018-07-011,299
Total participants2018-07-011,299
2017: DO IT BEST CORP. HEALTH AND WELFARE PLAN 2017 401k membership
Total participants, beginning-of-year2017-07-011,281
Total number of active participants reported on line 7a of the Form 55002017-07-011,336
Number of retired or separated participants receiving benefits2017-07-0168
Total of all active and inactive participants2017-07-011,404
Total participants2017-07-011,404
2016: DO IT BEST CORP. HEALTH AND WELFARE PLAN 2016 401k membership
Total participants, beginning-of-year2016-07-011,337
Total number of active participants reported on line 7a of the Form 55002016-07-011,216
Number of retired or separated participants receiving benefits2016-07-0175
Total of all active and inactive participants2016-07-011,291
Total participants2016-07-011,291
2015: DO IT BEST CORP. HEALTH AND WELFARE PLAN 2015 401k membership
Total participants, beginning-of-year2015-07-011,384
Total number of active participants reported on line 7a of the Form 55002015-07-011,235
Number of retired or separated participants receiving benefits2015-07-01102
Number of other retired or separated participants entitled to future benefits2015-07-010
Total of all active and inactive participants2015-07-011,337
2014: DO IT BEST CORP. HEALTH AND WELFARE PLAN 2014 401k membership
Total participants, beginning-of-year2014-07-011,410
Total number of active participants reported on line 7a of the Form 55002014-07-011,271
Number of retired or separated participants receiving benefits2014-07-01113
Number of other retired or separated participants entitled to future benefits2014-07-010
Total of all active and inactive participants2014-07-011,384
2013: DO IT BEST CORP. HEALTH AND WELFARE PLAN 2013 401k membership
Total participants, beginning-of-year2013-07-011,432
Total number of active participants reported on line 7a of the Form 55002013-07-011,279
Number of retired or separated participants receiving benefits2013-07-01131
Number of other retired or separated participants entitled to future benefits2013-07-010
Total of all active and inactive participants2013-07-011,410
2012: DO IT BEST CORP. HEALTH AND WELFARE PLAN 2012 401k membership
Total participants, beginning-of-year2012-07-011,405
Total number of active participants reported on line 7a of the Form 55002012-07-011,288
Number of retired or separated participants receiving benefits2012-07-01144
Number of other retired or separated participants entitled to future benefits2012-07-010
Total of all active and inactive participants2012-07-011,432
2011: DO IT BEST CORP. HEALTH AND WELFARE PLAN 2011 401k membership
Total participants, beginning-of-year2011-07-011,392
Total number of active participants reported on line 7a of the Form 55002011-07-011,243
Number of retired or separated participants receiving benefits2011-07-01162
Number of other retired or separated participants entitled to future benefits2011-07-010
Total of all active and inactive participants2011-07-011,405
2009: DO IT BEST CORP. HEALTH AND WELFARE PLAN 2009 401k membership
Total participants, beginning-of-year2009-07-011,376
Total number of active participants reported on line 7a of the Form 55002009-07-011,284
Number of retired or separated participants receiving benefits2009-07-01135
Number of other retired or separated participants entitled to future benefits2009-07-010
Total of all active and inactive participants2009-07-011,419

Financial Data on DO IT BEST CORP. HEALTH AND WELFARE PLAN

Measure Date Value
2016 : DO IT BEST CORP. HEALTH AND WELFARE PLAN 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-06-30$4,732
Total unrealized appreciation/depreciation of assets2016-06-30$4,732
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$0
Total income from all sources (including contributions)2016-06-30$11,095,918
Total loss/gain on sale of assets2016-06-30$0
Total of all expenses incurred2016-06-30$12,171,250
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-06-30$11,676,036
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-06-30$11,068,938
Value of total assets at end of year2016-06-30$0
Value of total assets at beginning of year2016-06-30$1,075,332
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-06-30$495,214
Total interest from all sources2016-06-30$44
Total dividends received (eg from common stock, registered investment company shares)2016-06-30$15,139
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2016-06-30$14,536
Was this plan covered by a fidelity bond2016-06-30Yes
Value of fidelity bond cover2016-06-30$3,000,000
If this is an individual account plan, was there a blackout period2016-06-30No
Were there any nonexempt tranactions with any party-in-interest2016-06-30No
Contributions received from participants2016-06-30$2,253,132
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-06-30$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-06-30$1,451
Administrative expenses (other) incurred2016-06-30$1,269
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Value of net income/loss2016-06-30$-1,075,332
Value of net assets at end of year (total assets less liabilities)2016-06-30$0
Value of net assets at beginning of year (total assets less liabilities)2016-06-30$1,075,332
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2016-06-30No
Were any leases to which the plan was party in default or uncollectible2016-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-06-30$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-06-30$796,089
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-06-30$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-06-30$75,830
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-06-30$75,830
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-06-30$44
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-06-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-06-30$0
Expenses. Payments to insurance carriers foe the provision of benefits2016-06-30$714,621
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-06-30$7,065
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-06-30Yes
Was there a failure to transmit to the plan any participant contributions2016-06-30No
Has the plan failed to provide any benefit when due under the plan2016-06-30No
Contributions received in cash from employer2016-06-30$8,815,806
Income. Dividends from common stock2016-06-30$603
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-06-30$10,961,415
Contract administrator fees2016-06-30$493,945
Assets. Corporate common stocks other than exployer securities at end of year2016-06-30$0
Assets. Corporate common stocks other than exployer securities at beginning of year2016-06-30$201,962
Did the plan have assets held for investment2016-06-30No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-06-30Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-06-30Yes
Opinion of an independent qualified public accountant for this plan2016-06-30Disclaimer
Accountancy firm name2016-06-30CROWE HORWATH LLP
Accountancy firm EIN2016-06-30350921680
2015 : DO IT BEST CORP. HEALTH AND WELFARE PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-06-30$-5,337
Total unrealized appreciation/depreciation of assets2015-06-30$-5,337
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$0
Total income from all sources (including contributions)2015-06-30$9,943,097
Total loss/gain on sale of assets2015-06-30$0
Total of all expenses incurred2015-06-30$10,587,946
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-06-30$10,136,974
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-06-30$9,869,267
Value of total assets at end of year2015-06-30$1,075,332
Value of total assets at beginning of year2015-06-30$1,720,181
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-06-30$450,972
Total interest from all sources2015-06-30$25
Total dividends received (eg from common stock, registered investment company shares)2015-06-30$78,642
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2015-06-30$72,249
Was this plan covered by a fidelity bond2015-06-30Yes
Value of fidelity bond cover2015-06-30$3,000,000
If this is an individual account plan, was there a blackout period2015-06-30No
Were there any nonexempt tranactions with any party-in-interest2015-06-30No
Contributions received from participants2015-06-30$2,263,014
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-06-30$1,451
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-06-30$2,168
Administrative expenses (other) incurred2015-06-30$1,740
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Value of net income/loss2015-06-30$-644,849
Value of net assets at end of year (total assets less liabilities)2015-06-30$1,075,332
Value of net assets at beginning of year (total assets less liabilities)2015-06-30$1,720,181
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2015-06-30No
Were any leases to which the plan was party in default or uncollectible2015-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-06-30$796,089
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-06-30$1,290,377
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-06-30$75,830
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-06-30$230,655
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-06-30$230,655
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-06-30$25
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-06-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-06-30$0
Expenses. Payments to insurance carriers foe the provision of benefits2015-06-30$703,902
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-06-30$500
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-06-30Yes
Was there a failure to transmit to the plan any participant contributions2015-06-30No
Has the plan failed to provide any benefit when due under the plan2015-06-30No
Contributions received in cash from employer2015-06-30$7,606,253
Income. Dividends from common stock2015-06-30$6,393
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-06-30$9,433,072
Contract administrator fees2015-06-30$449,232
Assets. Corporate common stocks other than exployer securities at end of year2015-06-30$201,962
Assets. Corporate common stocks other than exployer securities at beginning of year2015-06-30$196,981
Did the plan have assets held for investment2015-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-06-30Yes
Opinion of an independent qualified public accountant for this plan2015-06-30Disclaimer
Accountancy firm name2015-06-30CROWE HORWATH LLP
Accountancy firm EIN2015-06-30350921680
2014 : DO IT BEST CORP. HEALTH AND WELFARE PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-06-30$31,942
Total unrealized appreciation/depreciation of assets2014-06-30$31,942
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$0
Total income from all sources (including contributions)2014-06-30$10,464,065
Total loss/gain on sale of assets2014-06-30$0
Total of all expenses incurred2014-06-30$10,798,898
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-06-30$9,915,190
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-06-30$10,175,241
Value of total assets at end of year2014-06-30$1,720,181
Value of total assets at beginning of year2014-06-30$2,055,014
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-06-30$883,708
Total interest from all sources2014-06-30$76
Total dividends received (eg from common stock, registered investment company shares)2014-06-30$63,031
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2014-06-30$62,975
Was this plan covered by a fidelity bond2014-06-30Yes
Value of fidelity bond cover2014-06-30$3,000,000
If this is an individual account plan, was there a blackout period2014-06-30No
Were there any nonexempt tranactions with any party-in-interest2014-06-30No
Contributions received from participants2014-06-30$2,143,664
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-06-30$2,168
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-06-30$1,827
Administrative expenses (other) incurred2014-06-30$883,708
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Value of net income/loss2014-06-30$-334,833
Value of net assets at end of year (total assets less liabilities)2014-06-30$1,720,181
Value of net assets at beginning of year (total assets less liabilities)2014-06-30$2,055,014
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2014-06-30No
Were any leases to which the plan was party in default or uncollectible2014-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-06-30$1,290,377
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-06-30$1,179,637
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-06-30$230,655
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-06-30$760,926
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-06-30$760,926
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-06-30$76
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-06-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-06-30$0
Expenses. Payments to insurance carriers foe the provision of benefits2014-06-30$303,458
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-06-30$193,775
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-06-30Yes
Was there a failure to transmit to the plan any participant contributions2014-06-30No
Has the plan failed to provide any benefit when due under the plan2014-06-30No
Contributions received in cash from employer2014-06-30$8,031,577
Income. Dividends from common stock2014-06-30$56
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-06-30$9,611,732
Assets. Corporate common stocks other than exployer securities at end of year2014-06-30$196,981
Assets. Corporate common stocks other than exployer securities at beginning of year2014-06-30$112,624
Did the plan have assets held for investment2014-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-06-30Yes
Opinion of an independent qualified public accountant for this plan2014-06-30Disclaimer
Accountancy firm name2014-06-30CROWE HORWATH LLP
Accountancy firm EIN2014-06-30350921680
2013 : DO IT BEST CORP. HEALTH AND WELFARE PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-06-30$12,728
Total unrealized appreciation/depreciation of assets2013-06-30$12,728
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$0
Total income from all sources (including contributions)2013-06-30$11,145,067
Total loss/gain on sale of assets2013-06-30$0
Total of all expenses incurred2013-06-30$11,164,862
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-06-30$10,488,533
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-06-30$10,930,627
Value of total assets at end of year2013-06-30$2,055,014
Value of total assets at beginning of year2013-06-30$2,074,809
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-06-30$676,329
Total interest from all sources2013-06-30$201
Total dividends received (eg from common stock, registered investment company shares)2013-06-30$57,843
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2013-06-30$55,407
Was this plan covered by a fidelity bond2013-06-30Yes
Value of fidelity bond cover2013-06-30$3,000,000
If this is an individual account plan, was there a blackout period2013-06-30No
Were there any nonexempt tranactions with any party-in-interest2013-06-30No
Contributions received from participants2013-06-30$2,017,438
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-06-30$1,827
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-06-30$1,767
Administrative expenses (other) incurred2013-06-30$676,329
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Value of net income/loss2013-06-30$-19,795
Value of net assets at end of year (total assets less liabilities)2013-06-30$2,055,014
Value of net assets at beginning of year (total assets less liabilities)2013-06-30$2,074,809
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2013-06-30No
Were any leases to which the plan was party in default or uncollectible2013-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-06-30$1,179,637
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-06-30$1,616,360
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-06-30$760,926
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-06-30$456,682
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-06-30$456,682
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-06-30$201
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-06-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-06-30$0
Expenses. Payments to insurance carriers foe the provision of benefits2013-06-30$509,572
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-06-30$143,668
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-06-30Yes
Was there a failure to transmit to the plan any participant contributions2013-06-30No
Has the plan failed to provide any benefit when due under the plan2013-06-30No
Contributions received in cash from employer2013-06-30$8,913,189
Income. Dividends from common stock2013-06-30$2,436
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-06-30$9,978,961
Assets. Corporate common stocks other than exployer securities at end of year2013-06-30$112,624
Assets. Corporate common stocks other than exployer securities at beginning of year2013-06-30$0
Did the plan have assets held for investment2013-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-06-30Yes
Opinion of an independent qualified public accountant for this plan2013-06-30Disclaimer
Accountancy firm name2013-06-30CROWE HORWATH LLP
Accountancy firm EIN2013-06-30350921680
2012 : DO IT BEST CORP. HEALTH AND WELFARE PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$0
Total income from all sources (including contributions)2012-06-30$10,110,564
Total loss/gain on sale of assets2012-06-30$0
Total of all expenses incurred2012-06-30$10,102,455
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-06-30$10,100,412
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-06-30$10,047,463
Value of total assets at end of year2012-06-30$2,074,809
Value of total assets at beginning of year2012-06-30$2,066,700
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-06-30$2,043
Total interest from all sources2012-06-30$104
Total dividends received (eg from common stock, registered investment company shares)2012-06-30$50,794
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2012-06-30$50,794
Was this plan covered by a fidelity bond2012-06-30Yes
Value of fidelity bond cover2012-06-30$3,000,000
If this is an individual account plan, was there a blackout period2012-06-30No
Were there any nonexempt tranactions with any party-in-interest2012-06-30No
Contributions received from participants2012-06-30$1,988,298
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-06-30$1,767
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-06-30$2,146
Administrative expenses (other) incurred2012-06-30$2,043
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Value of net income/loss2012-06-30$8,109
Value of net assets at end of year (total assets less liabilities)2012-06-30$2,074,809
Value of net assets at beginning of year (total assets less liabilities)2012-06-30$2,066,700
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2012-06-30No
Were any leases to which the plan was party in default or uncollectible2012-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-06-30$1,616,360
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-06-30$2,064,021
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-06-30$456,682
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-06-30$533
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-06-30$533
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-06-30$104
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-06-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-06-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-06-30$12,203
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-06-30Yes
Was there a failure to transmit to the plan any participant contributions2012-06-30No
Has the plan failed to provide any benefit when due under the plan2012-06-30No
Contributions received in cash from employer2012-06-30$8,059,165
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-06-30$10,100,412
Did the plan have assets held for investment2012-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-06-30Yes
Opinion of an independent qualified public accountant for this plan2012-06-30Disclaimer
Accountancy firm name2012-06-30CROWE HORWATH LLP
Accountancy firm EIN2012-06-30350921680
2011 : DO IT BEST CORP. HEALTH AND WELFARE PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$0
Total income from all sources (including contributions)2011-06-30$14,013,287
Total loss/gain on sale of assets2011-06-30$0
Total of all expenses incurred2011-06-30$13,388,496
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-06-30$13,387,552
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-06-30$13,757,654
Value of total assets at end of year2011-06-30$2,066,700
Value of total assets at beginning of year2011-06-30$1,441,909
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-06-30$944
Total interest from all sources2011-06-30$266
Total dividends received (eg from common stock, registered investment company shares)2011-06-30$35,088
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2011-06-30$35,088
Was this plan covered by a fidelity bond2011-06-30Yes
Value of fidelity bond cover2011-06-30$3,000,000
If this is an individual account plan, was there a blackout period2011-06-30No
Were there any nonexempt tranactions with any party-in-interest2011-06-30No
Contributions received from participants2011-06-30$1,502,315
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-06-30$2,146
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-06-30$984
Administrative expenses (other) incurred2011-06-30$944
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Value of net income/loss2011-06-30$624,791
Value of net assets at end of year (total assets less liabilities)2011-06-30$2,066,700
Value of net assets at beginning of year (total assets less liabilities)2011-06-30$1,441,909
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2011-06-30No
Were any leases to which the plan was party in default or uncollectible2011-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-06-30$2,064,021
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-06-30$835,063
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-06-30$533
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-06-30$605,862
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-06-30$605,862
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-06-30$266
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-06-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-06-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-06-30$220,279
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-06-30Yes
Was there a failure to transmit to the plan any participant contributions2011-06-30No
Has the plan failed to provide any benefit when due under the plan2011-06-30No
Contributions received in cash from employer2011-06-30$12,255,339
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-06-30$13,387,552
Did the plan have assets held for investment2011-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-06-30Yes
Opinion of an independent qualified public accountant for this plan2011-06-30Disclaimer
Accountancy firm name2011-06-30CROWE HORWATH LLP
Accountancy firm EIN2011-06-30350921680

Form 5500 Responses for DO IT BEST CORP. HEALTH AND WELFARE PLAN

2021: DO IT BEST CORP. HEALTH AND WELFARE PLAN 2021 form 5500 responses
2021-07-01Type of plan entitySingle employer plan
2021-07-01Plan funding arrangement – InsuranceYes
2021-07-01Plan benefit arrangement – InsuranceYes
2020: DO IT BEST CORP. HEALTH AND WELFARE PLAN 2020 form 5500 responses
2020-07-01Type of plan entitySingle employer plan
2020-07-01Plan funding arrangement – InsuranceYes
2020-07-01Plan benefit arrangement – InsuranceYes
2019: DO IT BEST CORP. HEALTH AND WELFARE PLAN 2019 form 5500 responses
2019-07-01Type of plan entitySingle employer plan
2019-07-01Plan funding arrangement – InsuranceYes
2019-07-01Plan benefit arrangement – InsuranceYes
2018: DO IT BEST CORP. HEALTH AND WELFARE PLAN 2018 form 5500 responses
2018-07-01Type of plan entitySingle employer plan
2018-07-01Plan funding arrangement – InsuranceYes
2018-07-01Plan benefit arrangement – InsuranceYes
2017: DO IT BEST CORP. HEALTH AND WELFARE PLAN 2017 form 5500 responses
2017-07-01Type of plan entitySingle employer plan
2017-07-01Plan funding arrangement – InsuranceYes
2017-07-01Plan benefit arrangement – InsuranceYes
2016: DO IT BEST CORP. HEALTH AND WELFARE PLAN 2016 form 5500 responses
2016-07-01Type of plan entitySingle employer plan
2016-07-01Plan funding arrangement – InsuranceYes
2016-07-01Plan benefit arrangement – InsuranceYes
2015: DO IT BEST CORP. HEALTH AND WELFARE PLAN 2015 form 5500 responses
2015-07-01Type of plan entitySingle employer plan
2015-07-01Submission has been amendedNo
2015-07-01This submission is the final filingNo
2015-07-01This return/report is a short plan year return/report (less than 12 months)No
2015-07-01Plan is a collectively bargained planNo
2015-07-01Plan funding arrangement – InsuranceYes
2015-07-01Plan funding arrangement – TrustYes
2015-07-01Plan benefit arrangement – InsuranceYes
2015-07-01Plan benefit arrangement - TrustYes
2014: DO IT BEST CORP. HEALTH AND WELFARE PLAN 2014 form 5500 responses
2014-07-01Type of plan entitySingle employer plan
2014-07-01Submission has been amendedNo
2014-07-01This submission is the final filingNo
2014-07-01This return/report is a short plan year return/report (less than 12 months)No
2014-07-01Plan is a collectively bargained planNo
2014-07-01Plan funding arrangement – InsuranceYes
2014-07-01Plan funding arrangement – TrustYes
2014-07-01Plan benefit arrangement – InsuranceYes
2014-07-01Plan benefit arrangement - TrustYes
2013: DO IT BEST CORP. HEALTH AND WELFARE PLAN 2013 form 5500 responses
2013-07-01Type of plan entitySingle employer plan
2013-07-01Submission has been amendedNo
2013-07-01This submission is the final filingNo
2013-07-01This return/report is a short plan year return/report (less than 12 months)No
2013-07-01Plan is a collectively bargained planNo
2013-07-01Plan funding arrangement – InsuranceYes
2013-07-01Plan funding arrangement – TrustYes
2013-07-01Plan benefit arrangement – InsuranceYes
2013-07-01Plan benefit arrangement - TrustYes
2012: DO IT BEST CORP. HEALTH AND WELFARE PLAN 2012 form 5500 responses
2012-07-01Type of plan entitySingle employer plan
2012-07-01Submission has been amendedNo
2012-07-01This submission is the final filingNo
2012-07-01This return/report is a short plan year return/report (less than 12 months)No
2012-07-01Plan is a collectively bargained planNo
2012-07-01Plan funding arrangement – InsuranceYes
2012-07-01Plan funding arrangement – TrustYes
2012-07-01Plan benefit arrangement – InsuranceYes
2012-07-01Plan benefit arrangement - TrustYes
2011: DO IT BEST CORP. HEALTH AND WELFARE PLAN 2011 form 5500 responses
2011-07-01Type of plan entitySingle employer plan
2011-07-01Submission has been amendedNo
2011-07-01This submission is the final filingNo
2011-07-01This return/report is a short plan year return/report (less than 12 months)No
2011-07-01Plan is a collectively bargained planNo
2011-07-01Plan funding arrangement – InsuranceYes
2011-07-01Plan funding arrangement – TrustYes
2011-07-01Plan benefit arrangement – InsuranceYes
2011-07-01Plan benefit arrangement - TrustYes
2009: DO IT BEST CORP. HEALTH AND WELFARE PLAN 2009 form 5500 responses
2009-07-01Type of plan entitySingle employer plan
2009-07-01Submission has been amendedNo
2009-07-01This submission is the final filingNo
2009-07-01This return/report is a short plan year return/report (less than 12 months)No
2009-07-01Plan is a collectively bargained planNo
2009-07-01Plan funding arrangement – InsuranceYes
2009-07-01Plan funding arrangement – TrustYes
2009-07-01Plan benefit arrangement – InsuranceYes
2009-07-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 )
Policy contract number942069
Policy instance 3
Insurance contract or identification number942069
Number of Individuals Covered1554
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of fees paid to insurance companyUSD $7,519
Life Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Other welfare benefits providedAD&D, OCL, OSL, OL
Welfare Benefit Premiums Paid to CarrierUSD $734,715
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees7519
Additional information about fees paid to insurance brokerBONUS
Insurance broker organization code?3
RELIASTAR LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67105 )
Policy contract number72586-2
Policy instance 2
Insurance contract or identification number72586-2
Number of Individuals Covered1394
Insurance policy start date2022-01-01
Insurance policy end date2022-06-30
Total amount of commissions paid to insurance brokerUSD $46,753
Welfare Benefit Premiums Paid to CarrierUSD $984,266
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $46,753
Insurance broker organization code?3
UNIMERICA INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 91529 )
Policy contract numberUNI-202964
Policy instance 1
Insurance contract or identification numberUNI-202964
Number of Individuals Covered1367
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $61,379
Welfare Benefit Premiums Paid to CarrierUSD $1,292,178
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $61,379
Insurance broker organization code?3
UNIMERICA INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 91529 )
Policy contract numberUNI-202964
Policy instance 1
Insurance contract or identification numberUNI-202964
Number of Individuals Covered1289
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $75,114
Welfare Benefit Premiums Paid to CarrierUSD $858,444
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $40,776
Insurance broker organization code?3
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number10226146
Policy instance 2
Insurance contract or identification number10226146
Number of Individuals Covered1472
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Long Term Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $223,807
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number10226145
Policy instance 3
Insurance contract or identification number10226145
Number of Individuals Covered1470
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Life Insurance Welfare BenefitYes
Other welfare benefits providedAD&D, OCL, OSL, OL
Welfare Benefit Premiums Paid to CarrierUSD $477,116
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number10226145
Policy instance 3
Insurance contract or identification number10226145
Number of Individuals Covered879
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Life Insurance Welfare BenefitYes
Other welfare benefits providedAD&D, OCL, OSL, OL
Welfare Benefit Premiums Paid to CarrierUSD $384,707
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number10226146
Policy instance 2
Insurance contract or identification number10226146
Number of Individuals Covered882
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Long Term Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $153,272
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 number3337211
Policy instance 1
Insurance contract or identification number3337211
Number of Individuals Covered2462
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $40,002
Welfare Benefit Premiums Paid to CarrierUSD $792,754
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $13,335
Insurance broker organization code?3
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number10226145
Policy instance 3
Insurance contract or identification number10226145
Number of Individuals Covered986
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Life Insurance Welfare BenefitYes
Other welfare benefits providedAD&D, OCL, OSL, OL
Welfare Benefit Premiums Paid to CarrierUSD $428,439
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number10226146
Policy instance 2
Insurance contract or identification number10226146
Number of Individuals Covered979
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Long Term Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $161,643
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 number3337211
Policy instance 1
Insurance contract or identification number3337211
Number of Individuals Covered2504
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $43,337
Welfare Benefit Premiums Paid to CarrierUSD $756,321
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $43,337
Insurance broker organization code?3
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number10226145
Policy instance 3
Insurance contract or identification number10226145
Number of Individuals Covered1083
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of fees paid to insurance companyUSD $19,135
Life Insurance Welfare BenefitYes
Other welfare benefits providedAD&D, OCL, OSL, OL
Welfare Benefit Premiums Paid to CarrierUSD $432,729
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees19135
Additional information about fees paid to insurance brokerBROKER BONUS
Insurance broker organization code?3
Insurance broker namePHILLIPS BENEFITS ADVISORS LLC
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number10226146
Policy instance 2
Insurance contract or identification number10226146
Number of Individuals Covered1083
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of fees paid to insurance companyUSD $9,966
Long Term Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $155,524
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees9966
Additional information about fees paid to insurance brokerBROKER BONUS
Insurance broker organization code?3
Insurance broker namePHILLIPS BENEFITS ADVISORS LLC
CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES (National Association of Insurance Commissioners NAIC id number: 67369 )
Policy contract number3337211
Policy instance 1
Insurance contract or identification number3337211
Number of Individuals Covered2617
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $36,666
Welfare Benefit Premiums Paid to CarrierUSD $743,906
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $36,666
Insurance broker organization code?3
Insurance broker nameWELLS FARGO INS SERV USA INC
HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 )
Policy contract number677343G
Policy instance 1
Insurance contract or identification number677343G
Number of Individuals Covered1432
Insurance policy start date2015-07-01
Insurance policy end date2016-06-30
Total amount of commissions paid to insurance brokerUSD $11,767
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitYes
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedAD&D
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 $594,198
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $11,767
Insurance broker organization code?3
Insurance broker namePHILLIPS BENEFITS ADVISORS LLC
HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 )
Policy contract number677343G
Policy instance 1
Insurance contract or identification number677343G
Number of Individuals Covered1503
Insurance policy start date2014-07-01
Insurance policy end date2015-06-30
Total amount of commissions paid to insurance brokerUSD $11,746
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitYes
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedAD&D
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 $704,273
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $11,746
Insurance broker organization code?3
Insurance broker namePHILLIPS BENEFITS ADVISORS LLC
HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 )
Policy contract number677343G
Policy instance 1
Insurance contract or identification number677343G
Number of Individuals Covered1279
Insurance policy start date2013-07-01
Insurance policy end date2014-06-30
Total amount of commissions paid to insurance brokerUSD $11,531
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitYes
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedAD&D
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 $550,984
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $11,531
Insurance broker organization code?3
Insurance broker namePHILLIPS BENEFITS ADVISORS LLC
HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 )
Policy contract number677343G
Policy instance 1
Insurance contract or identification number677343G
Number of Individuals Covered1288
Insurance policy start date2012-07-01
Insurance policy end date2013-06-30
Total amount of commissions paid to insurance brokerUSD $11,298
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitYes
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedAD&D
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 $643,559
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $11,298
Insurance broker organization code?3
Insurance broker namePHILLIPS BENEFITS ADVISORS LLC
HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 )
Policy contract number677343G
Policy instance 1
Insurance contract or identification number677343G
Number of Individuals Covered1243
Insurance policy start date2011-07-01
Insurance policy end date2012-06-30
Total amount of commissions paid to insurance brokerUSD $11,149
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitYes
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedAD & D
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 $484,892
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 )
Policy contract number677343G
Policy instance 1
Insurance contract or identification number677343G
Number of Individuals Covered1250
Insurance policy start date2010-07-01
Insurance policy end date2011-06-30
Total amount of commissions paid to insurance brokerUSD $11,239
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitYes
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedAD&D
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 $547,701
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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