401k Plan data: LERCH BATES INC EMPLOYEE SHORT TERM DISABILITY PLAN plan

LERCH BATES INC EMPLOYEE SHORT TERM DISABILITY PLAN 401k Plan overview

Plan Name	LERCH BATES INC EMPLOYEE SHORT TERM DISABILITY PLAN
Plan identification number	505

LERCH BATES INC EMPLOYEE SHORT TERM DISABILITY PLAN Benefits

401k Plan Type	Welfare Benefit
Plan Features/Benefits	Temporary disability (accident and sickness)

401k Sponsoring company profile

LERCH BATES INC has sponsored the creation of one or more 401k plans.

Company Name: LERCH BATES INC

Employer identification number (EIN): 362285171

NAIC Classification: 541330
NAIC Description: Engineering Services

Additional information about LERCH BATES INC

Jurisdiction of Incorporation: Colorado Department of State

Incorporation Date: 1974-11-26

Company Identification Number: 19871280485

Legal Registered Office Address: 9780 S. Meridian Blvd.
Suite 450
Englewood
United States of America (USA)
80112

More information about LERCH BATES INC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LERCH BATES INC EMPLOYEE SHORT TERM DISABILITY PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
505 2016-01-01 AMANDA NELSON
505 2015-01-01 AMANDA NELSON AMANDA NELSON 2016-06-07
505 2014-01-01 AMANDA NELSON AMANDA NELSON 2015-06-16
505 2014-01-01 AMANDA NELSON AMANDA NELSON 2015-06-16
505 2013-09-01 AMANDA NELSON
505 2012-09-01 TODD VANMALDEGHEM

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
505	2016-01-01	AMANDA NELSON
505	2015-01-01	AMANDA NELSON	AMANDA NELSON	2016-06-07
505	2014-01-01	AMANDA NELSON	AMANDA NELSON	2015-06-16
505	2014-01-01	AMANDA NELSON	AMANDA NELSON	2015-06-16
505	2013-09-01	AMANDA NELSON
505	2012-09-01	TODD VANMALDEGHEM

Plan Statistics for LERCH BATES INC EMPLOYEE SHORT TERM DISABILITY PLAN

401k plan membership statisitcs for LERCH BATES INC EMPLOYEE SHORT TERM DISABILITY PLAN

Measure Date Value
2016: LERCH BATES INC EMPLOYEE SHORT TERM DISABILITY PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 135
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 153
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 0
Total of all active and inactive participants 2016-01-01 153
2015: LERCH BATES INC EMPLOYEE SHORT TERM DISABILITY PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 111
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 135
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 0
Total of all active and inactive participants 2015-01-01 135
2014: LERCH BATES INC EMPLOYEE SHORT TERM DISABILITY PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 105
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 111
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 0
Total of all active and inactive participants 2014-01-01 111
2013: LERCH BATES INC EMPLOYEE SHORT TERM DISABILITY PLAN 2013 401k membership
Total participants, beginning-of-year 2013-09-01 108
Total number of active participants reported on line 7a of the Form 5500 2013-09-01 105
Number of retired or separated participants receiving benefits 2013-09-01 0
Number of other retired or separated participants entitled to future benefits 2013-09-01 0
Total of all active and inactive participants 2013-09-01 105
2012: LERCH BATES INC EMPLOYEE SHORT TERM DISABILITY PLAN 2012 401k membership
Total participants, beginning-of-year 2012-09-01 106
Total number of active participants reported on line 7a of the Form 5500 2012-09-01 108
Number of retired or separated participants receiving benefits 2012-09-01 0
Number of other retired or separated participants entitled to future benefits 2012-09-01 0
Total of all active and inactive participants 2012-09-01 108

Measure	Date	Value
2016: LERCH BATES INC EMPLOYEE SHORT TERM DISABILITY PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	135
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	153
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	0
Total of all active and inactive participants	2016-01-01	153
2015: LERCH BATES INC EMPLOYEE SHORT TERM DISABILITY PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	111
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	135
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	0
Total of all active and inactive participants	2015-01-01	135
2014: LERCH BATES INC EMPLOYEE SHORT TERM DISABILITY PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	105
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	111
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	0
Total of all active and inactive participants	2014-01-01	111
2013: LERCH BATES INC EMPLOYEE SHORT TERM DISABILITY PLAN 2013 401k membership
Total participants, beginning-of-year	2013-09-01	108
Total number of active participants reported on line 7a of the Form 5500	2013-09-01	105
Number of retired or separated participants receiving benefits	2013-09-01	0
Number of other retired or separated participants entitled to future benefits	2013-09-01	0
Total of all active and inactive participants	2013-09-01	105
2012: LERCH BATES INC EMPLOYEE SHORT TERM DISABILITY PLAN 2012 401k membership
Total participants, beginning-of-year	2012-09-01	106
Total number of active participants reported on line 7a of the Form 5500	2012-09-01	108
Number of retired or separated participants receiving benefits	2012-09-01	0
Number of other retired or separated participants entitled to future benefits	2012-09-01	0
Total of all active and inactive participants	2012-09-01	108

Form 5500 Responses for LERCH BATES INC EMPLOYEE SHORT TERM DISABILITY PLAN

2016: LERCH BATES INC EMPLOYEE SHORT TERM DISABILITY PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2015: LERCH BATES INC EMPLOYEE SHORT TERM DISABILITY PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2014: LERCH BATES INC EMPLOYEE SHORT TERM DISABILITY PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2013: LERCH BATES INC EMPLOYEE SHORT TERM DISABILITY PLAN 2013 form 5500 responses
2013-09-01	Type of plan entity	Single employer plan
2013-09-01	Submission has been amended	No
2013-09-01	This submission is the final filing	No
2013-09-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2013-09-01	Plan is a collectively bargained plan	No
2013-09-01	Plan funding arrangement – Insurance	Yes
2013-09-01	Plan benefit arrangement – Insurance	Yes
2012: LERCH BATES INC EMPLOYEE SHORT TERM DISABILITY PLAN 2012 form 5500 responses
2012-09-01	Type of plan entity	Single employer plan
2012-09-01	Submission has been amended	No
2012-09-01	This submission is the final filing	No
2012-09-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-09-01	Plan is a collectively bargained plan	No
2012-09-01	Plan funding arrangement – Insurance	Yes
2012-09-01	Plan benefit arrangement – Insurance	Yes

Insurance Providers Used on plan

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

1015436100000

Policy instance

Insurance contract or identification number	1015436100000
Number of Individuals Covered	135
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
Total amount of commissions paid to insurance broker	USD $2,126
Total amount of fees paid to insurance company	USD $558
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	Yes
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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 Carrier	USD $21,265
Commission paid to Insurance Broker	USD $2,126
Amount paid for insurance broker fees	558
Additional information about fees paid to insurance broker	BROKER BONUS
Insurance broker organization code?	3
Insurance broker name	COBIZ INSURANCE

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

1015436100000

Policy instance

Insurance contract or identification number	1015436100000
Number of Individuals Covered	111
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Total amount of commissions paid to insurance broker	USD $1,703
Total amount of fees paid to insurance company	USD $316
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	Yes
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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 Carrier	USD $17,028
Commission paid to Insurance Broker	USD $1,703
Amount paid for insurance broker fees	316
Additional information about fees paid to insurance broker	BROKER BONUS
Insurance broker organization code?	3
Insurance broker name	COBIZ INSURANCE

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

1015436100000

Policy instance

Insurance contract or identification number	1015436100000
Number of Individuals Covered	105
Insurance policy start date	2013-09-01
Insurance policy end date	2013-12-31
Total amount of commissions paid to insurance broker	USD $544
Total amount of fees paid to insurance company	USD $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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	Yes
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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 Carrier	USD $5,437
Commission paid to Insurance Broker	USD $544
Insurance broker organization code?	3
Insurance broker name	COBIZ INSURANCE

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

1015436100000

Policy instance

Insurance contract or identification number	1015436100000
Number of Individuals Covered	108
Insurance policy start date	2012-09-01
Insurance policy end date	2013-08-31
Total amount of commissions paid to insurance broker	USD $1,399
Total amount of fees paid to insurance company	USD $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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	Yes
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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 Carrier	USD $13,986
Commission paid to Insurance Broker	USD $860
Insurance broker organization code?	3
Insurance broker name	COBIZ INSURANCE

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Company Name:	LERCH BATES INC
Employer identification number (EIN):	362285171
NAIC Classification:	541330
NAIC Description:	Engineering Services

Jurisdiction of Incorporation:	Colorado Department of State
Incorporation Date:	1974-11-26
Company Identification Number:	19871280485
Legal Registered Office Address:	9780 S. Meridian Blvd. Suite 450 Englewood United States of America (USA) 80112