401k Plan data: CRAWFORD HEATING AND COOLING, INC. LIFE PLAN plan

CRAWFORD HEATING AND COOLING, INC. LIFE PLAN 401k Plan overview

Plan Name	CRAWFORD HEATING AND COOLING, INC. LIFE PLAN
Plan identification number	504

CRAWFORD HEATING AND COOLING, INC. LIFE PLAN Benefits

401k Plan Type	Welfare Benefit
Plan Features/Benefits	Life insurance Death benefits (include travel accident but not life insurance) Other welfare benefit cover

401k Sponsoring company profile

CRAWFORD HEATING & COOLING CO. DBA CRAWFORD COMP has sponsored the creation of one or more 401k plans.

Company Name: CRAWFORD HEATING & COOLING CO. DBA CRAWFORD COMP

Employer identification number (EIN): 362495336

NAIC Classification: 238220
NAIC Description: Plumbing, Heating, and Air-Conditioning Contractors

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CRAWFORD HEATING AND COOLING, INC. LIFE PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
504 2022-06-01
504 2021-06-01 CRYSTAL BUTLER 2023-02-06

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
504	2022-06-01
504	2021-06-01	CRYSTAL BUTLER	2023-02-06

Plan Statistics for CRAWFORD HEATING AND COOLING, INC. LIFE PLAN

401k plan membership statisitcs for CRAWFORD HEATING AND COOLING, INC. LIFE PLAN

Measure Date Value
2022: CRAWFORD HEATING AND COOLING, INC. LIFE PLAN 2022 401k membership
Total participants, beginning-of-year 2022-06-01 168
Total number of active participants reported on line 7a of the Form 5500 2022-06-01 163
Number of retired or separated participants receiving benefits 2022-06-01 0
Number of other retired or separated participants entitled to future benefits 2022-06-01 0
Total of all active and inactive participants 2022-06-01 163
2021: CRAWFORD HEATING AND COOLING, INC. LIFE PLAN 2021 401k membership
Total participants, beginning-of-year 2021-06-01 100
Total number of active participants reported on line 7a of the Form 5500 2021-06-01 168
Number of retired or separated participants receiving benefits 2021-06-01 0
Number of other retired or separated participants entitled to future benefits 2021-06-01 0
Total of all active and inactive participants 2021-06-01 168
Number of employers contributing to the scheme 2021-06-01 0

Measure	Date	Value
2022: CRAWFORD HEATING AND COOLING, INC. LIFE PLAN 2022 401k membership
Total participants, beginning-of-year	2022-06-01	168
Total number of active participants reported on line 7a of the Form 5500	2022-06-01	163
Number of retired or separated participants receiving benefits	2022-06-01	0
Number of other retired or separated participants entitled to future benefits	2022-06-01	0
Total of all active and inactive participants	2022-06-01	163
2021: CRAWFORD HEATING AND COOLING, INC. LIFE PLAN 2021 401k membership
Total participants, beginning-of-year	2021-06-01	100
Total number of active participants reported on line 7a of the Form 5500	2021-06-01	168
Number of retired or separated participants receiving benefits	2021-06-01	0
Number of other retired or separated participants entitled to future benefits	2021-06-01	0
Total of all active and inactive participants	2021-06-01	168
Number of employers contributing to the scheme	2021-06-01	0

Form 5500 Responses for CRAWFORD HEATING AND COOLING, INC. LIFE PLAN

2022: CRAWFORD HEATING AND COOLING, INC. LIFE PLAN 2022 form 5500 responses
2022-06-01	Type of plan entity	Single employer plan
2022-06-01	Submission has been amended	No
2022-06-01	This submission is the final filing	No
2022-06-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-06-01	Plan is a collectively bargained plan	No
2022-06-01	Plan funding arrangement – General assets of the sponsor	Yes
2022-06-01	Plan benefit arrangement – Insurance	Yes
2021: CRAWFORD HEATING AND COOLING, INC. LIFE PLAN 2021 form 5500 responses
2021-06-01	Type of plan entity	Single employer plan
2021-06-01	First time form 5500 has been submitted	Yes
2021-06-01	Plan funding arrangement – Insurance	Yes
2021-06-01	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

10261734

Policy instance

Insurance contract or identification number	10261734
Number of Individuals Covered	163
Insurance policy start date	2022-06-01
Insurance policy end date	2023-05-31
Total amount of commissions paid to insurance broker	USD $1,575
Total amount of fees paid to insurance company	USD $1,097
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	Yes
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Other welfare benefits provided	AD&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 Carrier	USD $9,297
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $1,575
Amount paid for insurance broker fees	0
Additional information about fees paid to insurance broker	SALES AND BASE COMMISSIONS PAID
Insurance broker organization code?	3

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

Policy contract number

400001000 26201

Policy instance

Insurance contract or identification number	400001000 26201
Number of Individuals Covered	150
Insurance policy start date	2022-06-01
Insurance policy end date	2023-05-31
Total amount of commissions paid to insurance broker	USD $4,192
Total amount of fees paid to insurance company	USD $2,927
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	Yes
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Other welfare benefits provided	VOLUNTARY LIFE AND ADD
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 $24,826
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $4,192
Amount paid for insurance broker fees	0
Additional information about fees paid to insurance broker	SALES AND BASE COMMISSIONS PAID
Insurance broker organization code?	3

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

Policy contract number

10261734

Policy instance

Insurance contract or identification number	10261734
Number of Individuals Covered	168
Insurance policy start date	2021-06-01
Insurance policy end date	2022-05-31
Total amount of commissions paid to insurance broker	USD $1,373
Total amount of fees paid to insurance company	USD $930
Life Insurance Welfare Benefit	Yes
Other welfare benefits provided	ACCIDENTAL DEATH AND DISMEMBERMENT
Welfare Benefit Premiums Paid to Carrier	USD $8,197
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $1,008
Amount paid for insurance broker fees	0
Insurance broker organization code?	3
Additional information about fees paid to insurance broker	OVERRIDES, BROKER BONUS

Potentially related plans

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Company Name:	CRAWFORD HEATING & COOLING CO. DBA CRAWFORD COMP
Employer identification number (EIN):	362495336
NAIC Classification:	238220
NAIC Description:	Plumbing, Heating, and Air-Conditioning Contractors