401k Plan data: HOLLISTER WHITNEY ELEVATOR CORPORATION WELFARE BENEFITS PLAN plan

HOLLISTER WHITNEY ELEVATOR CORPORATION WELFARE BENEFITS PLAN 401k Plan overview

Plan Name	HOLLISTER WHITNEY ELEVATOR CORPORATION WELFARE BENEFITS PLAN
Plan identification number	501

HOLLISTER WHITNEY ELEVATOR CORPORATION WELFARE BENEFITS PLAN Benefits

401k Plan Type	Welfare Benefit
Plan Features/Benefits	Health (other than dental or vision)

401k Sponsoring company profile

HOLLISTER-WHITNEY ELEVATOR CORPORATION has sponsored the creation of one or more 401k plans.

Company Name: HOLLISTER-WHITNEY ELEVATOR CORPORATION

Employer identification number (EIN): 370796465

NAIC Classification: 332900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan HOLLISTER WHITNEY ELEVATOR CORPORATION WELFARE BENEFITS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
501 2017-01-01 HOGANTAYLOR LLP PREPARER
501 2016-10-01 HOGANTAYLOR LLP PREPARER HOGANTAYLOR LLP PREPARER 2017-06-28
501 2016-10-01 HOGANTAYLOR LLP PREPARER 2017-06-13
501 2015-10-01 HOGANTAYLOR LLP PREPARER HOGANTAYLOR LLP PREPARER 2017-06-28
501 2015-10-01 HOGANTAYLOR LLP PREPARER 2017-06-13
501 2014-10-01 HOGANTAYLOR LLP PREPARER HOGANTAYLOR LLP PREPARER 2016-05-16
501 2013-10-01 HOGANTAYLOR LLP PREPARER
501 2012-10-01 HOGANTAYLOR LLP PREPARER
501 2011-10-01 HOGANTAYLOR LLP PREPARER
501 2010-10-01 HOGANTAYLOR LLP PREPARER

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
501	2017-01-01	HOGANTAYLOR LLP PREPARER
501	2016-10-01	HOGANTAYLOR LLP PREPARER	HOGANTAYLOR LLP PREPARER	2017-06-28
501	2016-10-01		HOGANTAYLOR LLP PREPARER	2017-06-13
501	2015-10-01	HOGANTAYLOR LLP PREPARER	HOGANTAYLOR LLP PREPARER	2017-06-28
501	2015-10-01		HOGANTAYLOR LLP PREPARER	2017-06-13
501	2014-10-01	HOGANTAYLOR LLP PREPARER	HOGANTAYLOR LLP PREPARER	2016-05-16
501	2013-10-01	HOGANTAYLOR LLP PREPARER
501	2012-10-01	HOGANTAYLOR LLP PREPARER
501	2011-10-01	HOGANTAYLOR LLP PREPARER
501	2010-10-01	HOGANTAYLOR LLP PREPARER

Plan Statistics for HOLLISTER WHITNEY ELEVATOR CORPORATION WELFARE BENEFITS PLAN

401k plan membership statisitcs for HOLLISTER WHITNEY ELEVATOR CORPORATION WELFARE BENEFITS PLAN

Measure Date Value
2017: HOLLISTER WHITNEY ELEVATOR CORPORATION WELFARE BENEFITS PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 281
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 317
Total of all active and inactive participants 2017-01-01 317
Total participants 2017-01-01 317
2016: HOLLISTER WHITNEY ELEVATOR CORPORATION WELFARE BENEFITS PLAN 2016 401k membership
Total participants, beginning-of-year 2016-10-01 287
Total number of active participants reported on line 7a of the Form 5500 2016-10-01 279
Number of retired or separated participants receiving benefits 2016-10-01 2
Total of all active and inactive participants 2016-10-01 281
Total participants 2016-10-01 281
2015: HOLLISTER WHITNEY ELEVATOR CORPORATION WELFARE BENEFITS PLAN 2015 401k membership
Total participants, beginning-of-year 2015-10-01 255
Total number of active participants reported on line 7a of the Form 5500 2015-10-01 284
Number of retired or separated participants receiving benefits 2015-10-01 2
Total of all active and inactive participants 2015-10-01 286
Total participants 2015-10-01 286
2014: HOLLISTER WHITNEY ELEVATOR CORPORATION WELFARE BENEFITS PLAN 2014 401k membership
Total participants, beginning-of-year 2014-10-01 259
Total number of active participants reported on line 7a of the Form 5500 2014-10-01 254
Number of retired or separated participants receiving benefits 2014-10-01 1
Total of all active and inactive participants 2014-10-01 255
Total participants 2014-10-01 255
Number of participants with account balances 2014-10-01 0
2013: HOLLISTER WHITNEY ELEVATOR CORPORATION WELFARE BENEFITS PLAN 2013 401k membership
Total participants, beginning-of-year 2013-10-01 625
Total number of active participants reported on line 7a of the Form 5500 2013-10-01 645
Total of all active and inactive participants 2013-10-01 645
Total participants 2013-10-01 645
2012: HOLLISTER WHITNEY ELEVATOR CORPORATION WELFARE BENEFITS PLAN 2012 401k membership
Total participants, beginning-of-year 2012-10-01 555
Total number of active participants reported on line 7a of the Form 5500 2012-10-01 625
Total of all active and inactive participants 2012-10-01 625
Total participants 2012-10-01 625
2011: HOLLISTER WHITNEY ELEVATOR CORPORATION WELFARE BENEFITS PLAN 2011 401k membership
Total participants, beginning-of-year 2011-10-01 501
Total number of active participants reported on line 7a of the Form 5500 2011-10-01 553
Number of retired or separated participants receiving benefits 2011-10-01 2
Total of all active and inactive participants 2011-10-01 555
Total participants 2011-10-01 555
2010: HOLLISTER WHITNEY ELEVATOR CORPORATION WELFARE BENEFITS PLAN 2010 401k membership
Total participants, beginning-of-year 2010-10-01 501
Total number of active participants reported on line 7a of the Form 5500 2010-10-01 501
Total of all active and inactive participants 2010-10-01 501
Total participants 2010-10-01 501

Measure	Date	Value
2017: HOLLISTER WHITNEY ELEVATOR CORPORATION WELFARE BENEFITS PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	281
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	317
Total of all active and inactive participants	2017-01-01	317
Total participants	2017-01-01	317
2016: HOLLISTER WHITNEY ELEVATOR CORPORATION WELFARE BENEFITS PLAN 2016 401k membership
Total participants, beginning-of-year	2016-10-01	287
Total number of active participants reported on line 7a of the Form 5500	2016-10-01	279
Number of retired or separated participants receiving benefits	2016-10-01	2
Total of all active and inactive participants	2016-10-01	281
Total participants	2016-10-01	281
2015: HOLLISTER WHITNEY ELEVATOR CORPORATION WELFARE BENEFITS PLAN 2015 401k membership
Total participants, beginning-of-year	2015-10-01	255
Total number of active participants reported on line 7a of the Form 5500	2015-10-01	284
Number of retired or separated participants receiving benefits	2015-10-01	2
Total of all active and inactive participants	2015-10-01	286
Total participants	2015-10-01	286
2014: HOLLISTER WHITNEY ELEVATOR CORPORATION WELFARE BENEFITS PLAN 2014 401k membership
Total participants, beginning-of-year	2014-10-01	259
Total number of active participants reported on line 7a of the Form 5500	2014-10-01	254
Number of retired or separated participants receiving benefits	2014-10-01	1
Total of all active and inactive participants	2014-10-01	255
Total participants	2014-10-01	255
Number of participants with account balances	2014-10-01	0
2013: HOLLISTER WHITNEY ELEVATOR CORPORATION WELFARE BENEFITS PLAN 2013 401k membership
Total participants, beginning-of-year	2013-10-01	625
Total number of active participants reported on line 7a of the Form 5500	2013-10-01	645
Total of all active and inactive participants	2013-10-01	645
Total participants	2013-10-01	645
2012: HOLLISTER WHITNEY ELEVATOR CORPORATION WELFARE BENEFITS PLAN 2012 401k membership
Total participants, beginning-of-year	2012-10-01	555
Total number of active participants reported on line 7a of the Form 5500	2012-10-01	625
Total of all active and inactive participants	2012-10-01	625
Total participants	2012-10-01	625
2011: HOLLISTER WHITNEY ELEVATOR CORPORATION WELFARE BENEFITS PLAN 2011 401k membership
Total participants, beginning-of-year	2011-10-01	501
Total number of active participants reported on line 7a of the Form 5500	2011-10-01	553
Number of retired or separated participants receiving benefits	2011-10-01	2
Total of all active and inactive participants	2011-10-01	555
Total participants	2011-10-01	555
2010: HOLLISTER WHITNEY ELEVATOR CORPORATION WELFARE BENEFITS PLAN 2010 401k membership
Total participants, beginning-of-year	2010-10-01	501
Total number of active participants reported on line 7a of the Form 5500	2010-10-01	501
Total of all active and inactive participants	2010-10-01	501
Total participants	2010-10-01	501

Form 5500 Responses for HOLLISTER WHITNEY ELEVATOR CORPORATION WELFARE BENEFITS PLAN

2017: HOLLISTER WHITNEY ELEVATOR CORPORATION WELFARE BENEFITS PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2016: HOLLISTER WHITNEY ELEVATOR CORPORATION WELFARE BENEFITS PLAN 2016 form 5500 responses
2016-10-01	Type of plan entity	Single employer plan
2016-10-01	Submission has been amended	Yes
2016-10-01	This submission is the final filing	No
2016-10-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2016-10-01	Plan is a collectively bargained plan	No
2016-10-01	Plan funding arrangement – Insurance	Yes
2016-10-01	Plan benefit arrangement – Insurance	Yes
2015: HOLLISTER WHITNEY ELEVATOR CORPORATION WELFARE BENEFITS PLAN 2015 form 5500 responses
2015-10-01	Type of plan entity	Single employer plan
2015-10-01	Submission has been amended	Yes
2015-10-01	This submission is the final filing	No
2015-10-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-10-01	Plan is a collectively bargained plan	No
2015-10-01	Plan funding arrangement – Insurance	Yes
2015-10-01	Plan benefit arrangement – Insurance	Yes
2014: HOLLISTER WHITNEY ELEVATOR CORPORATION WELFARE BENEFITS PLAN 2014 form 5500 responses
2014-10-01	Type of plan entity	Single employer plan
2014-10-01	Submission has been amended	No
2014-10-01	This submission is the final filing	No
2014-10-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-10-01	Plan is a collectively bargained plan	No
2014-10-01	Plan funding arrangement – Insurance	Yes
2014-10-01	Plan benefit arrangement – Insurance	Yes
2013: HOLLISTER WHITNEY ELEVATOR CORPORATION WELFARE BENEFITS PLAN 2013 form 5500 responses
2013-10-01	Type of plan entity	Single employer plan
2013-10-01	Plan funding arrangement – Insurance	Yes
2013-10-01	Plan benefit arrangement – Insurance	Yes
2012: HOLLISTER WHITNEY ELEVATOR CORPORATION WELFARE BENEFITS PLAN 2012 form 5500 responses
2012-10-01	Type of plan entity	Single employer plan
2012-10-01	Plan funding arrangement – Insurance	Yes
2012-10-01	Plan benefit arrangement – Insurance	Yes
2011: HOLLISTER WHITNEY ELEVATOR CORPORATION WELFARE BENEFITS PLAN 2011 form 5500 responses
2011-10-01	Type of plan entity	Single employer plan
2011-10-01	Submission has been amended	No
2011-10-01	This submission is the final filing	No
2011-10-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-10-01	Plan is a collectively bargained plan	No
2011-10-01	Plan funding arrangement – Insurance	Yes
2011-10-01	Plan benefit arrangement – Insurance	Yes
2010: HOLLISTER WHITNEY ELEVATOR CORPORATION WELFARE BENEFITS PLAN 2010 form 5500 responses
2010-10-01	Type of plan entity	Single employer plan
2010-10-01	First time form 5500 has been submitted	Yes
2010-10-01	Plan funding arrangement – Insurance	Yes
2010-10-01	Plan benefit arrangement – Insurance	Yes

Insurance Providers Used on plan

BLUECROSS BLUESHIELD OF TEXAS (National Association of Insurance Commissioners NAIC id number: 70670 )

Policy contract number

199231

Policy instance

Insurance contract or identification number	199231
Number of Individuals Covered	634
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $94,420
Health Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $4,719,612
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $94,420
Insurance broker organization code?	3
Insurance broker name	BSC GROUP SERVICES LLC

Potentially related plans

HOLLISTER WHITNEY ELEVATOR CO. LLC WELFARE BENEFITS PLAN [EIN = 821718739]

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Company Name:	HOLLISTER-WHITNEY ELEVATOR CORPORATION
Employer identification number (EIN):	370796465
NAIC Classification:	332900